HSBC Flexi Cap Fund - Growth

All Cap

Diversified

Equity

India Defensive

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Hsbc Flexi Cap Fund - Growth invests across all company sizes in India for flexible growth.

What This Strategy Does

HSBC Flexi Cap Fund is an equity flexi-cap fund which captures India's broad-based earnings growth opportunity through a multi-cap portfolio construction approach, deploying capital across technology, financials, and consumer sectors to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.5% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

HSBC Flexi Cap Fund - Growth

Benchmark Index

Benchmark Performance Comparison

HSBC Flexi Cap Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation15.0%

Sharpe Ratio-0.47

Beta0.98

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Delivers flexibility to capitalize on opportunities across the market-cap spectrum. By investing without constraints, this approach allows fund managers to rotate capital toward the best risk-reward prospects—whether defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. This adaptability aims to smooth portfolio returns across varying market conditions.

Portfolio Holdings Overview

SectoralAllocation

Consumers18.8%

Capital Goods22.69%

Energy & Infra5.54%

Financial Services29.82%

Utilities3.24%

Services9.05%

Technology10.86%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

HDFC Bank LtdFinancial Services4.39%

ICICI Bank LtdFinancial Services4.21%

Reliance Industries LtdEnergy & Infra3.40%

Bharti Airtel LtdServices2.47%

TrepsUtilities2.44%

Infosys LtdTechnology2.41%

State Bank of IndiaFinancial Services2.22%

Multi Commodity Exchange of India LtdFinancial Services2.20%

Axis Bank LtdFinancial Services2.18%

Hindalco Industries LtdCapital Goods2.13%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Abhishek Gupta

Lead Portfolio Manager

Mr. Abhishek Gupta has experience of 16 years. Manages 28 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹5,248 Cr Holds a B.Com degree.

Mayank Chaturvedi

Co-Portfolio Manager

Mr. Mayank Chaturvedi has experience of 6 years. Manages 126 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹26,791 Cr Holds a B.Com degree.

CW Expert Take

HSBC Flexi Cap Fund brings a flexible, multi-cap approach to equity investing. Their investment philosophy centers on identifying quality businesses across market capitalization segments, with a focus on sustainable growth and reasonable valuations. The fund house leverages extensive research capabilities, combining top-down macro views with rigorous bottom-up analysis to construct high-conviction portfolios. While maintaining a core large-cap bias, the strategy actively allocates across market caps to capitalize on emerging opportunities.

23 years

Combined Team Experience

₹ 32,039 Cr

Assets Under Management

Firm Overview

AMCHSBC Asset Management (India) Private Ltd

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.95%

Exit Load1

Regulatory & Tax Information

INF336L01AF5

ISIN

DailyDealing Frequency

BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)