HSBC Flexi Cap Fund - Regular Growth

HSBC Flexi Cap Fund - Regular Growth is a scheme launched by HSBC Mutual Fund on February 24, 2004, and falls under the Flexi Cap fund category. It currently manages an AUM of Rs 5,074.87 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.93% for managing the portfolio.

• Investing Strategy:

  To seek long term capital growth through investments made dynamically across market capitalisations, including small, mid and large cap stocks. The investment could be any one, two or three small type of market capitalization. The schemes aims to predominantely invest in equity and equity related securities.

• Performance:

  HSBC Flexi Cap Fund - Regular Growth trailing returns over different times are -1.98% (1 year), 18.46% (3 year) and 21.52% (5 year). The average annual return of this fund stands at -0.37%.