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EquityMulti Cap FundDirect · Growth

HSBC Multi Cap Fund - Direct - Growth

HSBC · Scheme 151290

20.92 0.28%NAV · 2026-08-05
80
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
20.3%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.58%
3 Months+5.02%
6 Months+7.48%
1 Year+9.59%
3 Years (CAGR)+20.33%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+23.43%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns76
Consistency100
Risk-adjusted69
Downside protection71
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +20.3%
  • 3Y CAGR vs category: +4.0% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Alpha vs benchmark: +11.6%

Risk metrics

Sharpe ratio
1.07
Sortino ratio
1.29
Volatility
15.29%
Max drawdown
-20.07%
Downside capture
88.40%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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