HSBC Small Cap Fund

Equity | Small Cap Mutual Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 0.78 % 3★ ₹8,696 9 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 0.78 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹8,696 Cr 9 Years
Rating Fund Size Fund Age

Scheme Objective

The L&T Emerging Businesses Fund is a small-cap equity investment vehicle. It was established on May 12, 2014, and is run by Saumendra Nath Lahri and Karan Desai. At least 65% of the scheme’s total assets will be invested in small-cap equities.

The scheme’s objective is capital appreciation over the long term by investing in a diverse portfolio of mostly Indian equities and equity-linked instruments, including equity derivatives, with a primary emphasis on developing enterprises (small-cap stocks).

Moreover, the scheme may make investments in foreign securities. Businesses that are still in their infancy but show promise for rapid expansion in terms of both revenue and profit are considered emerging. There is no certainty that the Scheme’s goal will be achieved, and investors should not expect any profits.

Pros & Cons

Pros Cons

High growth potential.

Volatility may be higher.

Less competition from institutional investors.

Limited liquidity.

Better returns compared to large caps.

Less transparency.

How to invest in L&T Emerging Businesses Fund?

It is simple to invest in the L&T Emerging Businesses fund with 5paisa. The process has been streamlined and now requires no paperwork at all. Simply comply with the instructions listed below:

What is the expense ratio of the L&T Emerging Businesses Fund?

For each year that your funds are invested in a specific Mutual Fund, the Expense Ratio represents the yearly management costs imposed by the Mutual Fund operator. The expense ratio is computed as a percentage of AUM and reduces fund returns by that amount. A fund with a lower expense ratio is preferable since a lesser proportion of your returns will be used to pay fees.

Who should invest in the L & T Emerging Businesses Fund?

Because it is a small-cap fund, this fund is appropriate for investors who are willing to take on a high level of risk and who have a long investment horizon, say more than 6 years, to reap the full benefits of the fund.

What are the benefits of investing in the L&T Emerging Businesses Fund?

This fund has delivered above-average returns for its investors and has often beaten its benchmark. It is a high-risk fund that has returned 19.67% since inception. Returns during the last year have averaged 16.32%, and over the past three years, they have averaged 20.39% annually.

Most rating services agree that this is one of the best small-cap funds in India. The market has taken notice of this fund despite its relative youth in the small-cap space. Since it didn’t launch until much later, this fund hasn’t had to weather any particularly severe bear markets like the one in 2008.

Scheme Performance

Returns and Ranks ( as on 03 February 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 1.5% 28.6% 12.8% 20.6%
Category Average -5.9% 23.2% 8.1% -

Scheme Allocation

Holding
Sector
Asset
K P R Mill Ltd
3.02%
RHI Magnesita
2.91%
JK Lakshmi Cem.
2.67%
City Union Bank
2.51%
EID Parry
2.49%
Others
86.4%
Industrial Products
22.84%
Auto Components
7.07%
Banks
6.76%
Consumer Durables
6.62%
Cement
3.54%
Others
53.17%
Equity
97.95%
Reverse Repos
2.07%
Net Curr Ass/Net Receivables
-0.02%

Fund House Details

HSBC Mutual Fund

HSBC Small Cap Fund

Fund Manager
Venugopal Manghat

Exit Load

Exit Load If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.

Advance Ratio

0.01 1.16 0.81 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 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 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 HSBC Small Cap Fund has delivered 20.6% since inception
The NAV of HSBC Small Cap Fund is ₹51.4 as of 03 February 2023.
The expense ratio of HSBC Small Cap Fund is 0.78 % as of 03 February 2023.
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