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Fund in focus

Multi Cap Fund - An open-ended equity scheme investing across large cap, mid cap, small cap stocks

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Investment Objective

The investment objective of the fund is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Multi Cap funds can be all-weather funds as the diversity of market cap allocations helps the fund throughout various market cap cycles.

These funds must have a minimum 25 per cent allocation each to Large Cap, Mid Cap, and Small Cap stocks, while up to 25 per cent can be invested dynamically in equity or debt/money market instruments.

Combining all three market cap segments in one fund also makes it less volatile compared to standalone Mid Cap or Small Cap funds.

market-cap-segments

Investment Strategy

our-process

Our Philosophy

  • Follow investment mandate
  • Active Fund Management
  • Research based stock selection
  • Robust risk management

Our Process

Proprietary research drives stock selection:

Power of SAPM - Equity investment process comprises three stages

  • Selection of Ideas
  • Analysis of Companies
  • Portfolio Creation and Monitoring

Why HSBC Multi Cap Fund?

  • The fund with minimum weight to Large, Mid and Small Caps (25 per cent each) and flexi allocation of up to 25 per cent to equity or Debt Securities & Money Market instruments, has potential to offer effective diversification and consistent better performance
  • The fund will focus on bottom up stock picking which is rewarding across cycles. Stock selection using our investment approach
  • Explore well researched Large Caps with visibility on earnings growth, relatively under-owned Mid Caps and under explored Small Cap businesses through HSBC Multi Cap Fund
Riskometer

HSBC Multi Cap Fund

(Multi Cap Fund - An open ended equity scheme investing across large gap, mid cap, small cap stocks)

This product is suitable for investors who are seeking*:

  • To create wealth over long-term
  • Investment predominantly in equity and equity related securities across market capitalisation
Scheme Risk-o-meter
Riskometer
Investors understand that their principal
will be at Very High Risk

Benchmark Risk-o-meter
benchmark Index: NIFTY 500 Multicap 50:25:25 TRI
Riskometer

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Risk Warning
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested.