Equity

 Flexi Cap Fund
Category Rank
Rating
The overall quality of stocks in the fund portfolio is poor.
It holds too many stocks in the portfolio to generate any meaningful outperformance
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
NAV

								37.7136

							(29/09/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                30.63
	                                
	                                38.27

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Hsbc Flexi Cap Fund - Idcw Reinvestment

Item: Hsbc Flexi Cap Fund - Idcw Reinvestment
Rating: 2
Author: RankMF

Equity

Flexi Cap Fund

Rank

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

NAV

37.7136
(29/09/2023)

Time to Invest

Rating

The overall quality of stocks in the fund portfolio is poor.
It holds too many stocks in the portfolio to generate any meaningful outperformance

	L 52Wk H
30.63		38.27

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Investment Objective

To seek long term capital growth through investments made dynamically across market capitalization (i.e. Large Mid and Small Caps). The investment could be in any one two or all three types of market capitalization. The Scheme aims to predominantly invest in equity and equity related securities. However in line with the asset allocation pattern of the Scheme it could move its assets between equity and fixed income securities depending on its view on these markets. However there can be no assurance or guarantee that the investment objective of the scheme would be achieved. .

Category
Equity - Flexi Cap Fund
Benchmark
NIFTY 500 - TRI
Returns
Absolute
1M
2.62%
3M
8.89%
6M
21.96%
 Annualised
1Y
24.39%
3Y
22.82%
5Y
13.15%

Historical NAV

NAV for scheme HSBC Flexi Cap Fund - Regular IDCW is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

3534.10 Cr

Hsbc Flexi Cap Fund - Idcw Reinvestment AUM is 55% lower than other schemes in the category

Load

Entry Load - NIL

Exit Load - 1% on or before 1Y Nil after 1Y

Lock In Period - NIL

Expense Ratio

1.98%

Turnover Ratio

21.00%

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HSBC FLEXI CAP FUND - IDCW REINVESTMENT

Rating

NAV

37.7136 (29/09/2023)

13.62%

Average Return (XIRR p.a.)

Get upto 1.96% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to HSBC LIQUID FUND - GROWTH or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

11.66%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus
Compare Returns

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 3rd October 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Hsbc Flexi Cap Fund - Idcw Reinvestment

13.62%

Average Return (XIRR p.a.)

Get upto 0.59% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

13.03%

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to HSBC LIQUID FUND - GROWTH or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

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What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Hsbc Flexi Cap Fund - Idcw Reinvestment

12.31%

Average Return (XIRR p.a.)

Get upto 0.65%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

11.66%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

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Compare Returns

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Hsbc Flexi Cap Fund - Idcw Reinvestment

Overview

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MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

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Mutual Funds

Hsbc Flexi Cap Fund - Idcw Reinvestment

Overview

Nav

MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

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Turnover Ratio

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Mutual Funds

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