3 Year return

22.09%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹4435.44 Cr.

Expense Ratio

1.16% (inclusive of GST)

Exit Load

NIL

Ratings

ARQ Rating
2.5

Ratings by other agencies

2
2
2

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

Holdings

HSBC Mutual Fund Managers

NS

Neelotpal Sahai

Fund Manager since Apr 2022

View Details

Fund House Details

HSBC Mutual Fund

HSBC Mutual Fund Asset management company

AUM ₹109,951.37 Cr.
No. of Schemes 164
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by HSBC Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct IDCW Payout

17.09%
17.09%
scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Growth

17.09%
17.09%

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 20.82%
Expense Ratio 1.16%
Fund Manager Neelotpal Sahai
Fund Size ₹4435.44 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
Email 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.

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FAQs

What is today's NAV of HSBC Flexi Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HSBC Flexi Cap Fund Jun 21 2024 is 227.9746

What is the AUM of HSBC Flexi Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HSBC Flexi Cap Fund is 4435.44 crore.

What is the expense ratio of HSBC Flexi Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HSBC Flexi Cap Fund is 1.16%

What are the returns of HSBC Flexi Cap Fund since inception?

The HSBC Flexi Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.77 since inception.

What is the minimum SIP amount to invest in HSBC Flexi Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HSBC Flexi Cap Fund is 500.

How do I invest in HSBC Flexi Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HSBC Flexi Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HSBC Flexi Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HSBC Flexi Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.