HSBC Small Cap Equity Fund

Equity | Small Cap Mutual Funds
 | 2
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 1.09 % 2★ ₹300 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 1.09 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹300 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 25 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -5.5% 21.3% 6.4% -
Category Average - - - -

Scheme Allocation

Holding
Sector
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%
Industrial Products
12.64%
Consumer Durables
9.64%
Debt
5.41%
Healthcare Services
5.35%
Finance
4.54%
Others
62.42%
Equity
94.83%
Reverse Repos
5.41%
Net Curr Ass/Net Receivables
-0.24%

Fund House Details

HSBC Mutual Fund

HSBC Small Cap Equity Fund

Fund Manager
Ankur Arora

Exit Load

Exit Load NIL

Advance Ratio

-0.03 1.26 0.84 -0.03
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

HSBC Mutual Fund
AUM:
12,789 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

Frequently Asked Questions

You can invest in HSBC Small Cap Equity Fund 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 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"
The NAV of HSBC Small Cap Equity Fund is ₹90.7 as of 25 November 2022.
The expense ratio of HSBC Small Cap Equity Fund is 1.09 % as of 25 November 2022.
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”.
Invest Now