HSBC Multi Cap Gr

All Cap

Diversified

Hybrid

India Multi Asset

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 Multi Cap Fund Growth invests across all company sizes in India for flexible growth.

What This Strategy Does

HSBC Multi Cap Fund Regular Growth is an equity flexi-cap fund which captures India's broad-based earnings growth opportunity through a multi-cap investment approach, deploying capital across industrials, 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

6.3% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

HSBC Multi Cap Gr

Benchmark Index

Benchmark Performance Comparison

HSBC Multi 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 Deviation19.7%

Sharpe Ratio0.15

Beta0.99

Strategy Details

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

Core Investment Theme

Delivers flexibility that matters during market transitions. By investing across capitalizations without constraints, this approach allows fund managers to rotate capital toward the best risk-reward opportunities—whether that's defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. This adaptability can smooth portfolio returns across varying market conditions.

Portfolio Holdings Overview

SectoralAllocation

Financial Services24.51%

Utilities1.47%

Capital Goods30.91%

Technology3.56%

Services15.28%

Consumers20.74%

Energy & Infra3.52%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

TD Power Systems LtdCapital Goods3.10%

HDFC Bank LtdFinancial Services2.85%

TrepsUtilities2.69%

Apar Industries LtdCapital Goods2.39%

The Federal Bank LtdFinancial Services2.33%

Radico Khaitan LtdConsumers2.31%

Engineers India LtdCapital Goods2.27%

ICICI Bank LtdFinancial Services2.13%

Sai Life Sciences LtdServices2.11%

Navin Fluorine International LtdCapital Goods1.89%

Fund House Management

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

Fund Manager Track Record

Venugopal Manghat

Lead Portfolio Manager

Mr. Venugopal Manghat has experience of 32 years. Manages 28 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹21,544 Cr Holds a B.S.C degree.

Mahesh Chhabria

Co-Portfolio Manager

Mr. Mahesh Chhabria has experience of 17 years. Manages 112 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹5,341 Cr Holds a M.M.S degree.

Mayank Chaturvedi

Co-Portfolio Manager

Mr. Mayank Chaturvedi has experience of 7 years. Manages 130 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 AMC brings institutional rigour to focussed investing. Their strength lies in process consistency, whether managing large-cap equity or credit strategies, they maintain disciplined frameworks that have weathered multiple market cycles. The fund house benefits from deep research capabilities and a stable investment team that translates macro insights into portfolio positioning.

55 years

Combined Team Experience

₹ 53,676 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)2.06%

Exit Load1

Regulatory & Tax Information

INF336L01QQ8

ISIN

DailyDealing Frequency

Nifty 500 Multicap 50:25:25 TR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)