HSBC Small Cap Equity Fund – Direct Growth

Equity · Small Cap
 · ★★
500
Min SIP
5,000
Min Lumpsum
1.09 %
Expense Ratio
★★
Rating
300
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 25 November 2022 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 28.2% 34.7% 16.5% -
Category Average - - - -

Scheme Allocation

By Holding
By Sector
By Asset
KEI Industries
4.3%
Radico Khaitan
4.16%
APL Apollo Tubes
3.95%
J B Chem & Pharm
3.94%
Dixon Technolog.
3.76%
Others
79.89%
View all Holdings
Holdings Sector Instrument Asset
KEI Industries - Equity 4.3%
Radico Khaitan - Equity 4.16%
APL Apollo Tubes - Equity 3.95%
J B Chem & Pharm - Equity 3.94%
Dixon Technolog. - Equity 3.76%
Rainbow Child. - Equity 2.87%
JK Lakshmi Cem. - Equity 2.76%
Mahindra Logis. - Equity 2.69%
Multi Comm. Exc. - Equity 2.56%
Carborundum Uni. - Equity 2.54%
CCL Products - Equity 2.5%
Brigade Enterpr. - Equity 2.5%
V I P Inds. - Equity 2.49%
Neogen Chemicals - Equity 2.49%
CreditAcc. Gram. - Equity 2.44%
Amber Enterp. - Equity 2.41%
PVR - Equity 2.36%
Navin Fluo.Intl. - Equity 2.27%
Laurus Labs - Equity 2.27%
Lemon Tree Hotel - Equity 2.24%
Vinati Organics - Equity 2.22%
Can Fin Homes - Equity 2.1%
Camlin Fine - Equity 2.09%
V-Mart Retail - Equity 2%
Coforge - Equity 1.9%
Polycab India - Equity 1.85%
Motherson Wiring - Equity 1.75%
Metropolis Healt - Equity 1.69%
Arvind Ltd - Equity 1.64%
ACC - Equity 1.59%
Oberoi Realty - Equity 1.54%
Infosys - Equity 1.54%
TCNS Clothing Co - Equity 1.53%
Apollo Tyres - Equity 1.45%
Latent View - Equity 1.31%
PNC Infratech - Equity 1.29%
K E C Intl. - Equity 1.17%
Fine Organic - Equity 1.15%
Prudent Corp. - Equity 1.09%
Somany Ceramics - Equity 0.98%
Team Lease Serv. - Equity 0.97%
Chalet Hotels - Equity 0.91%
Birlasoft Ltd - Equity 0.9%
Avanti Feeds - Equity 0.88%
Narayana Hrudaya - Equity 0.79%
Rategain Travel - Equity 0.52%
Gateway Distri - Equity 0.48%
Banks
22.43%
Consumer Non Durables
9.93%
Consumer Durables
9.61%
Auto Ancillary
8.73%
Textile Synthetic
7.33%
Others
41.97%
View all Sectors
Sectors Asset
Banks 22.43%
Consumer Non Durables 9.93%
Consumer Durables 9.61%
Auto Ancillary 8.73%
Textile Synthetic 7.33%
Software 5.95%
Mineral 5.93%
Industrial Capital Goods 5.86%
Cement 5.85%
Industrial Products 5.79%
Pesticides 4.87%
Media & Entertainment 2.05%
Transport 2.02%
Textils Cotton 1.64%
Textile Prod. 1.08%
Construction & Others 0.92%
Debt 0.51%
Cash & Others -0.51%
Equity
94.83%
Reverse Repos
5.41%
Net Curr Ass/Net Receivables
-0.24%

Advance Ratio

-0.03
Alpha
1.26
SD
0.84
Beta
-0.03
Sharpe

Exit Load

Exit Load NIL

Fund Objective

To generate long term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies. However, it could move a portion of its assets towards fixed income securities if the fund manager becomes negative on the Indian equity markets. However, there can be no assurance or guarantee that te investment objective of the scheme would be achieved.

Fund Managers

Ankur Arora - Fund Manager

Mr Arora holds a B.Com (H) degree from Guru Nanak Dev University and a PGDM in Management from IIM. He formerly worked with IDFC AMC, ING Investment Management (India) Pvt. Ltd., Macquarie Capital Securities, Evalueserve Pvt. Ltd., and UTI Asset Management Co. Pvt Ltd. before joining HSBC Mutual Fund.

Risk-O-Meter

AMC Contact Details

HSBC Mutual Fund
AUM:
1,02,162 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

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Frequently Asked Questions

How to invest in HSBC Small Cap Equity Fund – Direct Growth ?

You can invest in HSBC Small Cap Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Small Cap Equity Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the expense ratio of HSBC Small Cap Equity Fund – Direct Growth ?

The expense ratio of HSBC Small Cap Equity Fund – Direct Growth is 1.09 % as of 25 November 2022.

What is the AUM of HSBC Small Cap Equity Fund – Direct Growth?

The AUM of HSBC Small Cap Equity Fund – Direct Growth is ₹1,02,162 Cr as of 25 November 2022

What are the top stock holdings of HSBC Small Cap Equity Fund – Direct Growth?

The top stock holdings of HSBC Small Cap Equity Fund – Direct Growth are
  1. KEI Industries - 4.3%
  2. Radico Khaitan - 4.16%
  3. APL Apollo Tubes - 3.95%
  4. J B Chem & Pharm - 3.94%
  5. Dixon Technolog. - 3.76%

How can I redeem my investments in HSBC Small Cap Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Small Cap Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

What is the NAV of HSBC Small Cap Equity Fund – Direct Growth ?

The NAV of HSBC Small Cap Equity Fund – Direct Growth is ₹90.7 as of 25 November 2022.

How to redeem HSBC Small Cap Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Small Cap Equity Fund – Direct Growth?

The minimum SIP amount of HSBC Small Cap Equity Fund – Direct Growth is ₹500

What are the top sectors HSBC Small Cap Equity Fund – Direct Growth has invested in?

The top sectors HSBC Small Cap Equity Fund – Direct Growth has invested in are
  1. Banks - 22.43%
  2. Consumer Non Durables - 9.93%
  3. Consumer Durables - 9.61%
  4. Auto Ancillary - 8.73%
  5. Textile Synthetic - 7.33%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Small Cap Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HSBC Small Cap Equity Fund – Direct Growth based on your investment objective and risk tolerance.
Invest Now