Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
HSBC Multi Cap Fund - Regular - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 5/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 93/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)18.29%
- Expense ratio (20%)0.81%
- AUM (15%)₹6,503 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HSBC Mutual Fund · Equity · Multi Cap
₹21.21
AUM: ₹6,502 Cr
NAV updated 9 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.81%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Fund Manager
Neelotpal Sahai
Inception
Jan 2023
Benchmark
Nifty 500 Multicap 50:25:25 Total Return Index
Sharpe Ratio
0.27
Std Dev (1Y)
15.14%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.57%
3m
+3.13%
6m
+15.52%
1y
+7.44%
3y
+18.29%
5y
—
10y
—
since inception
+21.42%
TopFund's Take on HSBC Multi Cap Fund - Regular - Growth
HSBC Multi Cap Fund - Regular - Growth ranks among the stronger performers in the Multi Cap category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 93/100.
Cost: At 0.81%, the expense ratio is meaningfully cheaper — about 11% below the Multi Cap category average of 0.91% (based on 110 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.27 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 15.14% is fairly typical for Multi Cap funds.
Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
Axis Multicap Fund - Direct Growth
Axis Mutual Fund
HSBC Multi Cap Fund - Direct - Growth
HSBC Mutual Fund
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth
Mahindra Mutual Fund
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH
Bajaj Finserv Mutual Fund
Bank of India Multi Cap Fund Direct Plan - Growth
Bank of India Mutual Fund
Groww Multicap Fund - Direct - Growth
Groww Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about HSBC Multi Cap Fund - Regular - Growth
The current NAV (Net Asset Value) of HSBC Multi Cap Fund - Regular - Growth is ₹21.21. NAV is updated every business day after market close by AMFI.
1Y: 7.44% · 3Y CAGR: 18.29%
The expense ratio of HSBC Multi Cap Fund - Regular - Growth is 0.81% per annum. This is the annual fee charged by the fund to manage your investment.
HSBC Multi Cap Fund - Regular - Growth is managed by Neelotpal Sahai at HSBC Mutual Fund.
HSBC Multi Cap Fund - Regular - Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, HSBC Multi Cap Fund - Regular - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in HSBC Multi Cap Fund - Regular - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of HSBC Multi Cap Fund - Regular - Growth is ₹6,503 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.