Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.59 | 55.71 | 2.37 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.25 | 51.08 | 1.95 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Multi Cap Fund(IDCW Payout) | 49.08% | — | 42.42% |
Nippon India Multi Cap Fund(IDCW) | 35.09% | 19.64% | 11.23% |
SBI Multicap Fund(IDCW Payout) | 37.42% | — | 20.95% |
HDFC Multi Cap Fund(IDCW Reinvst) | 34.31% | — | 23.42% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
2.48 %
Holdings
2.30 %
Holdings
2.09 %
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
₹ 1,28,176.01 Cr.
Venugopal Manghat
AUM: ₹56,648.94 Cr.
|
Exp: 18yrs
Gautam Bhupal
AUM: ₹38,027.03 Cr.
|
Exp: —
Kapil Punjabi
AUM: ₹42,975.67 Cr.
|
Exp: 6yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data