HSBC Small Cap Equity Fund

Equity · Small Cap
 · ★★
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
    --

Scheme Performance

Returns and Ranks ( as on 25 November 2022 )
1Y1Y 3Y3Y 5Y5Y MaxMax
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%
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%

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:
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
  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%

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
  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%
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