HSBC Small Cap Equity Fund

Name: HSBC Small Cap Equity Fund – Direct Growth
Brand: HSBC Mutual Fund

Equity · Small Cap

· ★★

NAV 90.73 as on 25 Nov 22

0.48 (0.5%) Last Change

38.5% 3Y CAGR returns

500

Min SIP

5,000

Min Lumpsum

1.09 %

Expense Ratio

★★

Rating

300

Fund Size (in Cr)

10 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

--

Invest Now

Scheme Performance

	1Y	1Y	3Y	3Y	5Y	5Y	Max	Max
Trailing Returns	22.9%	38.5%	12%	-
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%

Advance Ratio

-0.03

Alpha

1.26

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:

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

How to invest in HSBC Small Cap Equity Fund ?

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"

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

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

What is the AUM of HSBC Small Cap Equity Fund?

The AUM of HSBC Small Cap Equity Fund is ₹12,789 Cr as of 25 November 2022

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

The top stock holdings of HSBC Small Cap Equity Fund are

KEI Industries - 4.3%
Radico Khaitan - 4.16%
APL Apollo Tubes - 3.95%
J B Chem & Pharm - 3.94%
Dixon Technolog. - 3.76%

What is the NAV of HSBC Small Cap Equity Fund ?

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

How to redeem HSBC Small Cap Equity Fund 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?

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

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

The top sectors HSBC Small Cap Equity Fund has invested in are

KEI Industries - 4.3%
Radico Khaitan - 4.16%
APL Apollo Tubes - 3.95%
J B Chem & Pharm - 3.94%
Dixon Technolog. - 3.76%