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The HSBC Multi Cap Fund is an open-ended equity scheme investing across large cap, mid cap, small cap stocks. 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.
The fund follows a multi-cap investment approach, providing diversification across different market segments. This strategy allows the fund to capitalize on opportunities across large-cap stability, mid-cap growth potential, and small-cap high-growth prospects. HSBC performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Key investment characteristics:
- Fund Type: Multi Cap Equity Fund
- Investment Style: Active management across market capitalizations
- Risk Profile: Very High risk
- Minimum Investment Horizon: 5-7 years
Neelotpal Sahai is the Current Fund Manager of HSBC Multi Cap Fund Direct Growth fund. The fund is also managed by Kapil Punjabi, Neelotpal Sahai, Sonal Gupta, Venugopal Manghat.
Neelotpal Sahai - Head of Equities at HSBC AM (India)
- Education: Indian Institute of Technology (Varanasi) graduate, with a Post Graduate Diploma in Management from Indian Institute of Management, Kolkata
- Experience: Started his career as a Senior Management Trainee for Hewlett Packard in 1994. In 1997, he moved to SBC Warburg as a Research Analyst and later joined Infosys Technologies Ltd. as a Senior Project Manager. Mr. Sahai's tryst in the financial sector started in 2006 when he joined IDFC Investment Advisors Ltd. as a Senior Research Analyst. He became the Director of Equity Portfolio management for IDFC in 2010 and shifted to HSBC Asset Management as the Head of Equities department in 2013
HSBC Asset Management (India) Private Limited operates as part of the global HSBC Group. HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India.
Key highlights of HSBC Mutual Fund:
- Global Heritage: An abbreviation of the Hong Kong and Shanghai Banking Corporation, the HSBC empire is over 100 years old and was established by Sir Thomas Sutherland in 1886. It is the world's 7th largest bank in terms of total assets and revenues
- AUM: HSBC Mutual Fund serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 109825.42 Crore as of 2024, and offers more than 103 different types of schemes under three types of options, equity, debt, and product add-on funds
- Global Presence: HSBC is among the largest banking and financial services companies in the world. The company serves over 40 million customers worldwide through its global business
HSBC Multi Cap Fund suits investors seeking:
Ideal For:
- Investors with very high risk tolerance
- Long-term wealth creation goals (5-7 years minimum)
- Diversified exposure across market capitalizations
- Those comfortable with equity market volatility
Key Financial Metrics (as of May 2025):
- AUM: ₹4474.49 Cr as of 15th May 2025
- Expense Ratio: 0.59 as of 15th May 2025 (Direct Plan)
- Minimum SIP: ₹500
- Minimum Lumpsum: ₹5000
- Launch Date: Jan 30, 2023
Exit Load: 1% will be charged for redemption within 1 year for units in excess of 10% of the investment.
Tax Treatment:
- STCG: Returns are taxed at 20%, if you redeem before one year
- LTCG: After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year
What is today's NAV of HSBC Multi Cap Fund?
Latest NAV for HSBC Multi Cap Fund is at ₹ 18.50 as of May 15, 2025. NAV changes daily based on market performance.
What is the AUM of HSBC Multi Cap Fund?
The AUM (i.e. assets under management) of HSBC Multi Cap Fund is ₹4474.49 Cr as of 15th May 2025.
What is the expense ratio of HSBC Multi Cap Fund?
The expense ratio of HSBC Multi Cap Fund Plan is 0.59 as of 15th May 2025 for the direct plan. Regular plan has higher expense ratio due to distributor commissions.
What are the returns of HSBC Multi Cap Fund since inception?
Returns since inception 30.2%p.a. as the fund was launched in January 2023. Past performance doesn't guarantee future results.
What is the minimum SIP amount to invest in HSBC Multi Cap Fund?
The minimum SIP amount of HSBC Multi Cap Fund is ₹500 per month.
How do I invest in HSBC Multi Cap Fund?
You can invest through Allvest platform online, directly from HSBC Mutual Fund website, or through registered mutual fund distributors. Complete your KYC and start investing with minimum amounts.
How to start a SIP in HSBC Multi Cap Fund?
Register on Allvest platform, complete KYC verification, search for HSBC Multi Cap Fund, select SIP option, choose amount and frequency, set up auto-debit, and start investing.
How do I automate an SIP in HSBC Multi Cap Fund?
To automate an SIP in HSBC Multi Cap Fund, use the Auto-Invest feature on Kotak Securities. This allows you to set up automatic investments, SIPs in mutual funds at regular intervals. Once configured, your chosen amount will be invested in the HSBC Multi Cap Fund automatically, ensuring consistent contributions without manual intervention. Similar features are available on Allvest platform.
How can I withdraw/redeem my investment in HSBC Multi Cap Fund?
Login to your Allvest account, navigate to holdings, select HSBC Multi Cap Fund, choose redemption option, enter units or amount to redeem, and submit the request. Funds will be credited to your registered bank account within 3-4 business days.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
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Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer