Aeterna Wealth
Multi Cap · Regular plan · Growth

HSBC Multi Cap Fund (Regular)

HSBC Mutual Fund · benchmark NIFTY500 Multicap 50:25:25 TRI · 3.8 years old · AMFI code 151289

B
Track-record rating: 9 of 23 in Multi Cap

B (middle of the peer group), score 63.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.9%2.8%+1.1%19 / 31
1 year3.3%0.0%+3.3%10 / 31
3 years (a year)16.2%12.9%+3.3%11 / 23
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y16.6%
Up capture, 3Y109
Down capture, 3Y102
Information ratio, 3Y0.62
Jensen's alpha, 3Y+3.1%
Beta, 3Y1.03
Sharpe, 3Y0.51

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HSBC Multi Cap Fund (Regular plan)?

₹19.84 on 5 Nov 2026 (Growth option).

What is the expense ratio of HSBC Multi Cap Fund (Regular)?

2.03% a year; the Direct plan's is 0.79%.

What return has HSBC Multi Cap Fund given over 3 years?

16.2% a year (Regular plan) over the 3 years to 5 Nov 2026, against 12.9% for the NIFTY500 Multicap 50:25:25 total-return index.

How is HSBC Multi Cap Fund rated?

B: 9 of 23 Regular plans in Multi Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HSBC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.