Benchmark Debt Fund 8%
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Stocks - Q : Quality | V : Valuation | PT : Price Trend
Funds - P : Performance | Q : Quality
Funds - P : Performance | Q : Quality
| 9 Year | 5 Year | 3 Year | 1 Year | |
|---|---|---|---|---|
Benchmark# BM# Returns(%) | - | - | - | 5.35 |
Fund Returns(%) | - | - | - | 6.22 |
Implied Investor Returns(%) IR | - | - | - | -3.32 |
| 1 Year | 3 Year | 5 Year | 9 Year | |
|---|---|---|---|---|
Upside % | 114 | - | - | - |
Downside % | 46 | 54 | 61 | 51 |
| Average Rolling Return | Standard Deviation | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | 9 Year | 1 Year | 3 Year | 5 Year | 9 Year | |
Fund | 48.67 | 0.00 | 0.00 | 0.00 | 22.25 | 0.00 | 0.00 | 0.00 |
Benchmark# | 30.92 | 0.00 | 0.00 | 0.00 | 14.14 | 0.00 | 0.00 | 0.00 |
| Company (Q) | Sector | % Assets |
|---|---|---|
| BFSI | 4.27 | |
| BFSI | 3 | |
| BFSI | 2.91 | |
| Oil & Gas | 2.3 | |
| Construction & Infrastructure | 2.07 | |
| Construction & Infrastructure | 1.99 | |
| BFSI | 1.98 | |
| BFSI | 1.94 | |
| FMCG | 1.86 | |
| BFSI | 1.82 |
Launch Date | 30 Jan 2023 |
Benchmark | Nifty500 Multicap 50:25:25 - TRI |
Performance comparison Benchmark# | NIFTY 500 |
Riskometer | Very High |
Turnover | 27% |
Type | Open ended scheme |
Return Since Launch | 46.84% |
Min. Investment | 5000.00 |
Min. Additional investment Min. Add. inv. | 1000.00 |
Min. SIP | 500.00 |
Min. Cheques | 12 |
Min. Withdrawal | 500.00 |
Exit Load | 0.00% |
Remark | Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y |
HSBC Multi Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 6.22 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 46.52 | N/A | N/A | N/A |
The Current NAV of HSBC Multi Cap Fund - Growth - Direct Plan is ₹17.58.
It is better to invest in a fund with a longer track record as HSBC Multi Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
HSBC Multi Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.60%
The process for redemption is
The AUM of HSBC Multi Cap Fund - Growth - Direct Plan is currently ₹4,276 Crores.
The Top three stocks are HDFC Bank, Bajaj Finance and ICICI Bank and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 24% of fund’s portfolio respectively.
Top three sectors of HSBC Multi Cap Fund - Growth - Direct Plan fund are BFSI, IT and Capital Goods accounting for 49% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Multi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HSBC Multi Cap Fund - Growth - Direct Plan Fund is Equity - Multi Cap Fund.
Venugopal Manghat and Gautam Bhupal manage the HSBC Multi Cap Fund - Growth - Direct Plan Fund.
HSBC Multi Cap Fund - Growth - Direct Plan current PE ratio is 45.72 and PB ratio is 7.35
The asset allocation of HSBC Multi Cap Fund - Growth - Direct Plan is Stocks : 98.45%, Debt : 1.59% and Gold : 0%
The minimum SIP amount for HSBC Multi Cap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for HSBC Multi Cap Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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