3 Year return
22.68%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹4245.42 Cr.
Expense Ratio
1.18% (inclusive of GST)
Exit Load
NIL
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
HSBC Mutual Fund Managers
NS
Neelotpal Sahai
Fund Manager since Apr 2022
Fund House Details
HSBC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Flexi Cap Fund IDCW Direct Plan Payout |
33.38% |
0 |
|
JM Flexicap Fund Direct IDCW Payout |
31.45% |
2.5 |
|
PGIM India Flexi Cap Fund Direct Plan Dividend Option Payout |
17.37% |
2.5 |
Schemes by HSBC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Growth
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
About HSBC Flexi Cap Fund Direct-Growth
The HSBC Flexi Cap Fund Direct-Growth is an offering from the HSBC Mutual Fund family. What sets it apart is its freedom to dynamically navigate across various market capitalisations, be it large cap, mid cap, or small cap stocks. Employing a well-structured blend of top-down and bottom-up investment approaches, the fund seeks out promising equity and equity-related instruments. The fund offers the flexibility of no lock-in period.
Investment Objective of the Scheme
The core intent of the HSBC Flexi Cap Fund Direct-Growth is to chase after long-term capital growth by dynamically allocating assets across various market capitalisations. This could range from focusing on just one market cap category to potentially distributing investments across all three. The central thrust, however, remains on equity and its related securities. But this doesn't limit the fund from shifting its allocations. Depending on its outlook on the equity and fixed-income markets, it might transition its assets between the two.
Key Features of The Fund
| 5-year return | 17.78% |
| Expense Ratio | 1.18% |
| Fund Manager | Neelotpal Sahai |
| Fund Size | ₹4245.42 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The HSBC Flexi Cap Fund Direct-Growth is tailored for those who see value in diversifying across different market capitalisations. This means investors are keen on tapping into the potential of not just one, but possibly all segments of the market, whether small, mid, or large caps. It's particularly apt for those with an investment horizon stretching over 3-4 years, harbouring aspirations of high returns. However, as the equity market is a double-edged sword, they should also be mentally prepared for possible moderate risks. Therefore, talk to your financial advisor and do your own research before making a decision.
AMC Contact Details
| Name | HSBC Mutual Fund |
| Launch Date | May 2002 |
| Addresss | HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063. |
| Contact | 1800-200-2434 / 1800 4190 200 |
| investor.line@mutualfunds.hsbc.co.in | |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
FAQs
What is today's NAV of HSBC Flexi Cap Fund?
What is the AUM of HSBC Flexi Cap Fund?
What is the expense ratio of HSBC Flexi Cap Fund?
What are the returns of HSBC Flexi Cap Fund since inception?
What is the minimum SIP amount to invest in HSBC Flexi Cap Fund?
How do I invest in HSBC Flexi Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in HSBC Flexi Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in HSBC Flexi Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in HSBC Flexi Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
