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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 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Flexi Cap Fund(IDCW-Payout) | 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% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
4.53 %
Holdings
4.17 %
Holdings
3.82 %
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.
Abhishek Gupta
AUM: ₹15,857.89 Cr.
|
Exp: 16yrs
Venugopal Manghat
AUM: ₹55,836.58 Cr.
|
Exp: 18yrs
Manager Performance (0)
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%