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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
HSBC Flexi Cap Fund - Direct Plan
|
Very High
|
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1.20 |
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|
Very High
|
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0.63 |
||||
|
Very High
|
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0.70 |
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|
Very High
|
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0.73 |
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|
Very High
|
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0.63 |
₹5,279 Cr
1.00 (365)
5,000
1
500
6
About HSBC Flexi Cap Fund - Direct Plan
HSBC Flexi Cap Fund - Direct Plan is a equity mutual fund scheme of HSBC Mutual Fund. Launched on January 01, 2013, it is currently managed by Abhishek Gupta. The fund has an expense ratio of 1.20% with an overall AUM (Assets Under Management) of ₹5,279 Cr.
HSBC Flexi Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks long term capital growth through investments made dynamically across market capitalization. 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.
Suitability
Flexi-cap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of HSBC Flexi Cap Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, HSBC Flexi Cap Fund - Direct Plan can be bought from the HSBC Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of HSBC Flexi Cap Fund - Direct Plan, is ₹230.3243 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
4.50
|
|
|
4.31
|
|
|
3.16
|
|
|
2.44
|
|
|
2.37
|
Over the past five years, HSBC Flexi Cap Fund - Direct Plan has delivered an annualised return of 15.42% as of 19-Mar-2026.
The minimum investment required to start investing in HSBC Flexi Cap Fund - Direct Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.