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Flexi Capregulargrowth📊 NIFTY 500 TRI(SEBI default)

HSBC Flexi Cap Fund - Regular Growth

HSBC Mutual Fund

#3 of 38 (1Y)

₹222.7193

2.14 (-0.95%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹222.7193

2.14 (-0.95%)

29 May 2026

AMFI: 102252

Direct · Growth

₹₹250.0265

2.39 (-0.95%)

29 May 2026

AMFI: 120046

Regular · IDCW

₹₹41.6230

0.40 (-0.95%)

29 May 2026

AMFI: 102251

Direct · IDCW

₹₹45.5417

0.44 (-0.95%)

29 May 2026

AMFI: 120045

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+1.33%
1 Month+0.40%
3 Months+1.90%
6 Months+0.07%
1 Year+5.46%
3 Years (CAGR)+18.24%
5 Years (CAGR)+14.70%
10 Years (CAGR)+13.44%
Since Inception (Jan 2004)+14.89%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.37%
3 Year SIP+10.39%
5 Year SIP+13.42%
Since Inception (Jan 2004)+13.44%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,34,000

Invested

₹7,48,946

Value today

13.4%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹1,11,360

Value today

14.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹13,40,000

Withdrawn

₹1,47,82,470

Corpus left

+₹1,51,22,470 net gain — withdrew ₹13,40,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,26,73,229

Value today

-5.2%

vs lumpsum

Direct lumpsum would have beaten STP by 5.2% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹7,48,946

Benchmark

₹7,37,722

+₹11,224 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,97,020

Value today

4.0×

Multiple

Staying invested through that crash turned ₹1L into ₹3,97,020 — a 4.0× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,32,439

Regular plan

₹1,25,264

Direct earns ₹7,175 more on a ₹60K investment1.20% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHSBC Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹5,176 Cr
Expense Ratio1.93%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkNIFTY 500 TRI ✓
Launch Date22 Jan 2004
AMFI Code102252

Risk Metrics

Trailing 1 year, annualised

-0.25

Sharpe Ratio

-0.01

Alpha

0.52

Beta

-0.24

Sortino

16.85%

Std Dev

-20.23%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

ICICI Bank Limited

INE090A01021

4.33%

HDFC Bank Limited

INE040A01034

3.34%

Reliance Industries Limited

INE002A01018

3.16%

Mtar Technologies Limited

INE864I01014

2.50%

Multi Commodity Exchange of India Ltd.

INE745G01043

2.40%

TD Power Systems Limited

INE419M01027

2.29%

State Bank of India

INE062A01020

2.12%

Bharti Airtel Limited

INE397D01024

2.06%

Larsen & Toubro Limited

INE018A01030

2.00%

Infosys Limited

INE009A01021

1.99%

Shriram Finance Limited

INE721A01047

1.98%

Axis Bank Limited

INE238A01034

1.98%

PNB Housing Finance Limited

INE572E01012

1.78%

Varun Beverages Limited

INE200M01039

1.73%

Hindalco Industries Limited

INE038A01020

1.72%

Jindal Steel Limited

INE749A01030

1.70%

Karnataka Bank Ltd

INE614B01018

1.68%

Tata Steel Limited

INE081A01020

1.64%

Radico Khaitan Limited

INE944F01028

1.63%

NTPC Limited

INE733E01010

1.60%

Eternal Limited

INE758T01015

1.60%

Motilal Oswal Financial Services

INE338I01027

1.60%

Samvardhana Motherson International Ltd

INE775A01035

1.51%

GE Vernova T&D India Limited

INE200A01026

1.47%

Ashok Leyland Limited

INE208A01029

1.44%

Tech Mahindra Limited

INE669C01036

1.44%

Coforge Limited

INE591G01025

1.42%

Hindustan Unilever Limited

INE030A01027

1.35%

UltraTech Cement Limited

INE481G01011

1.31%

Cholamandalam Invest & Finance Co Ltd

INE121A01024

1.28%

Ather Energy Limited

INE0LEZ01016

1.26%

WOCKHARDT LTD

INE049B01025

1.25%

Pitti Engineering Limited

INE450D01021

1.20%

LG Electronics India Limited

INE324D01010

1.19%

LTIMindtree Ltd

INE214T01019

1.17%

TVS Motor Company Limited

INE494B01023

1.14%

Maruti Suzuki India Limited

INE585B01010

1.13%

Endurance Technologies Limited

INE913H01037

1.13%

Devyani International Limited

INE872J01023

1.12%

Creditaccess Grameen Limited

INE741K01010

1.12%

Godrej Consumer Products Limited

INE102D01028

1.09%

Sun Pharmaceutical Industries Limited

INE044A01036

1.08%

IIFL Capital Services Limited

INE489L01022

1.07%

Kaynes Technology India Private Ltd

INE918Z01012

1.06%

JSW Energy Limited

INE121E01018

1.04%

Lupin Limited

INE326A01037

0.99%

RBL Bank Limited

INE976G01028

0.99%

Britannia Industries Limited

INE216A01030

0.97%

Bansal Wire Industries Limited

INE0B9K01025

0.97%

HDFC Asset Management Company Limited

INE127D01025

0.92%

Performance Comparison

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Investment Objective

HSBC Flexi Cap Fund - Regular Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

HSBC Flexi Cap Fund - Regular Growth is a Flexi Cap mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 22 years. It manages assets worth ₹5,176 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.93%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations