HSBC Small Cap Fund

Equity · Small Cap
 · ★★★
500
Min SIP
5,000
Min Lumpsum
0.74 %
Expense Ratio
★★★
Rating
9,163
Fund Size (in Cr)
9 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
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Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 23.1% 46.1% 15.4% 21.1%
Category Average 21% 38.7% 12.8% -

Scheme Allocation

By Holding
By Sector
By Asset
Apar Inds.
3.57%
K P R Mill Ltd
3.33%
KEI Industries
2.75%
Indian Bank
2.66%
Carborundum Uni.
2.64%
Others
85.05%
Industrial Products
23.98%
IT-Software
7.04%
Auto Components
6.83%
Consumer Durables
6.34%
Banks
5.79%
Others
50.02%
Equity
98.1%
Reverse Repos
2.16%
Net Curr Ass/Net Receivables
-0.26%

Advance Ratio

0.92
Alpha
5.01
SD
0.81
Beta
0.68
Sharpe

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.

Fund 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.

Fund Managers

Venugopal Manghat - Equity - Co-head of equities

Currently serving as the co-head of equities at L&T Mutual Fund, Mr Venugopal Manghat has a total experience of over 27 years in the Indian equity market. He has experience in three areas of investment management – dealing, research and fund management. He manages an AUM of around INR 33,628 crore, and his portfolio includes L&T Equity Savings Fund, L&T India Value Fund, L&T Equity Fund, L&T Tax Advantage Fund, and many others. Before joining L&T Mutual Fund, Mr Manghat was the Co-head of Equities at Tata Asset Management, where he worked for more than 16 years.

Risk-O-Meter

Peer Comparison

Fund Name

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 Fund ?

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"

What is the NAV of HSBC Small Cap Fund ?

The NAV of HSBC Small Cap Fund is ₹56.8 as of 02 June 2023.

How to redeem HSBC Small Cap 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 Fund?

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

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

The top sectors HSBC Small Cap Fund has invested in are
  1. Apar Inds. - 3.57%
  2. K P R Mill Ltd - 3.33%
  3. KEI Industries - 2.75%
  4. Indian Bank - 2.66%
  5. Carborundum Uni. - 2.64%

How much returns have HSBC Small Cap Fund generated ?

The HSBC Small Cap Fund has delivered 21.1% since inception

What is the expense ratio of HSBC Small Cap Fund ?

The expense ratio of HSBC Small Cap Fund is 0.74 % as of 02 June 2023.

What is the AUM of HSBC Small Cap Fund?

The AUM of HSBC Small Cap Fund is ₹12,789 Cr as of 02 June 2023

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

The top stock holdings of HSBC Small Cap Fund are
  1. Apar Inds. - 3.57%
  2. K P R Mill Ltd - 3.33%
  3. KEI Industries - 2.75%
  4. Indian Bank - 2.66%
  5. Carborundum Uni. - 2.64%
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