HSBC Multi Cap Fund - Regular - Growth

Fund House: HSBC Mutual Fund

Category: Equity: Multi Cap

Status: Open Ended Schemes

Launch Date: 05-01-2023

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: NIFTY500 MULTICAP 50:25:25 TRI

Total Assets: 5338.81 As on (28-11-2025)

Expense Ratio: 1.83% As on (28-11-2025)

Turn over: 81.00% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1%. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil.

NAV as on 07-01-2026

19.107

0.068

CAGR Since Inception

24.68%

NIFTY500 MULTICAP 50:25:25 TRI 15.95%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Multi Cap Fund - Regular - Growth 2.2 - - - 24.68
NIFTY500 MULTICAP 50:25:25 TRI 6.28 19.52 18.9 15.99 15.95
Equity: Multi Cap 3.25 19.38 18.74 15.23 14.47

Funds Manager

Venugopal Manghat, Mahesh Chhabria, Sonal Gupta

RETURNS CALCULATORS for HSBC Multi Cap Fund - Regular - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HSBC Multi Cap Fund - Regular - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of HSBC Multi Cap Fund - Regular - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HSBC Multi Cap Fund Reg Gr 05-01-2023 2.2 13.71 0.0 0.0 0.0
Mirae Asset Multicap Fund Reg Gr 01-08-2023 9.17 11.72 0.0 0.0 0.0
Groww Multicap Fund Reg Gr 16-12-2024 8.99 0.0 0.0 0.0 0.0
Kotak Multicap Fund Reg Gr 03-09-2021 7.72 15.54 23.98 0.0 0.0
Bank of India Multi Cap Fund Reg Gr 03-03-2023 7.56 13.79 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 6.69 16.42 0.0 0.0 0.0
ICICI Pru Multi Cap Gr 01-10-1994 6.38 12.67 20.58 19.32 15.41
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 6.17 12.62 0.0 0.0 0.0
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 6.01 12.86 20.96 21.03 0.0
Franklin India Multi Cap Fund Gr 05-07-2024 5.82 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of HSBC Multi Cap Fund - Regular - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Multi Cap Fund - Regular - Growth
Equity: Multi Cap - - - - - -