HSBC Flexi Cap Fund-Reg(G)
View the direct plan of this scheme
Rs 218.0312 2.0467(0.948 %) NAV as on 16 Jun 2025
Scheme Objective: To seek long term capital growth through investments made dynamically across market capitalization (i.e. Large, Mid, and Small Caps). 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. However, in line with the asset allocation pattern of the Scheme, it could move its assets between equity and fixed income securities depending on its view on these markets. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Performance (As on 16 Jun 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -4.46 % | 5.72 % | 25.20 % | 24.82 % | 15.55 % |
NIFTY 500 | -1.10 % | 3.94 % | 20.82 % | 23.14 % | N/A |
Portfolio
Flexi-cap funds invest in stocks across all market capitalisations. The allocations between large-cap, mid-cap, and small-cap stocks changes depend on market opportunities. These funds tend to be more volatile than large-cap funds but have the potential to deliver better returns over time. The Nifty 500 or the BSE 500 indices can be used as benchmarks to measure performance.
Flexi funds suit investors of all risk appetites. The minimum period for which these funds need to be held is 5 years.