HSBC Multi Cap Fund: ₹10,000 SIP Grows to ₹4.39 Lakh in 3 Years
Loading more articles...
HSBC Multi Cap Fund: ₹10,000 SIP Grows to ₹4.39 Lakh in 3 Years
C
CNBC TV18•19-02-2026, 12:34
HSBC Multi Cap Fund: ₹10,000 SIP Grows to ₹4.39 Lakh in 3 Years
•A ₹10,000 monthly SIP in HSBC Multi Cap Fund since its launch on January 30, 2023, would have grown to ₹4.39 lakh by January 31, 2026, achieving an XIRR of 13.41%.
•The fund has completed three years, delivering a compound annual growth rate (CAGR) of 22.56% since inception, outperforming its benchmark NIFTY 500 Multicap 50:25:25 TRI (19.01%).
•The open-ended equity scheme follows a multi-cap allocation strategy, investing a minimum of 25% each in large-cap, mid-cap, and small-cap stocks for structural diversification.
•It adopts a Growth at Reasonable Price (GARP) approach with a bottom-up stock selection strategy, focusing on financially strong and scalable businesses.
•As of January 31, 2026, the scheme managed assets under management (AUM) of ₹5,176.73 crore, suitable for investors seeking long-term wealth creation with high risk tolerance.