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HSBC Flexi Cap Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.16 | 49.87 | 1.65 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 47.13 | 1.35 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Peers & Comparison
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Flexi Cap Fund(IDCW) | 33.21% | 16.10% | 9.34% |
| HDFC Flexi Cap Fund(IDCW) | 17.03% | 15.80% | 6.47% |
| Kotak Flexicap Fund(IDCW-Payout) | 21.99% | 18.06% | 13.44% |
| UTI Flexi Cap Fund(IDCW) | 18.74% | 7.77% | 12.35% |
Price Comparison
Compare HSBC Flexi Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.17 %
Holdings
4.53 %
0.17 % - ICICI Bank Ltd3M change : 0.25 %
Holdings
4.17 %
0.25 % - Infosys Ltd3M change : -0.15 %
Holdings
3.82 %
-0.15 %
AMC Profile
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,397.92 Cr.
Fund Manager Profile
Abhishek Gupta
AUM: ₹15,857.89 Cr.
|
Exp: 16yrs
Venugopal Manghat
AUM: ₹55,836.58 Cr.
|
Exp: 18yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%