3 Year return

Launched on January 2023 (1 year)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved


Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3109.33 Cr.

Expense Ratio

0.56% (inclusive of GST)

Exit Load

If the units redeemed or switched out are upto 10% of the units purchased or switched in 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.


ARQ Rating

Ratings by other agencies


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


Venugopal Manghat

Fund Manager since Dec 2019

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

scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Growth


About HSBC Multi Cap Fund Direct Growth

HSBC Multi Cap Fund Direct Growth is an open ended equity scheme under the HSBC Mutual Fund house. The scheme invests across small, mid, and large cap stocks. The combination of all three market cap groups in one portfolio reduces volatility as compared to standalone mid-cap or small-cap funds. This scheme has the Nifty 500 Multicap 50:25:25 Total Return Index as its set benchmark.

Investment Objective of The Scheme

The investment goal of HSBC Multi Cap Fund Direct Growth is to provide long-term capital appreciation from a portfolio of actively managed equities and equity-related securities across a range of market capitalisations. Multi-cap funds can be all-weather funds since the fund's diversification of market cap allocations supports it through multiple market cap cycles. The fund focuses on chosen dominating businesses in respective industries and employs sensible risk management. To profit from a beneficial market cycle, the fund can invest in any market cap sector, as well as debt securities and money market instruments.

Key Features of The Fund

5-year return NA
Expense Ratio 0.56%
Fund Manager Venugopal Manghat
Fund Size ₹3109.33 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If you are seeking capital growth via investments over a long period of time, HSBC Multi Cap Fund Direct Growth could be a good option for you to consider. The fund has the ability to provide excellent diversification as well as sustained superior performance. Through this scheme, you may invest in well-researched large caps with earnings growth visibility, comparatively under-owned mid caps, and under-explored small cap companies. However, as an investor, you also need to take into consideration your financial goals and risk tolerance because this scheme has very high risk levels.

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.

Plan Your Investments Efficiently

SIPs can help you invest with minimum contributions over a period of time. With Angel One's free SIP calculator online, you can set your end goal and determine the required contribution amount. Check how over time, with small contributions, you can build up enough to achieve your financial goals.


What is today's NAV of HSBC Multi 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 Multi Cap Fund Jun 21 2024 is 18.3314

What is the AUM of HSBC Multi 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 Multi Cap Fund is 3109.33 crore.

What is the expense ratio of HSBC Multi 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 Multi Cap Fund is 0.56%

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

The HSBC Multi Cap Fund was launched on Jan 10 2023. The fund has delivered a CAGR of 54.56 since inception.

What is the minimum SIP amount to invest in HSBC Multi 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 Multi Cap Fund is 500.

How do I invest in HSBC Multi 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 Multi 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 Multi 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 Multi 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.