HSBC Small Cap Equity Fund (D)

HSBC Small Cap Equity Fund (D)

AMC Name: HSBC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 250 Smallcap Index TRI
Fund Manager Ankur Arora
Fund Horizon OPEN
Inception Date 19-May-2005
Scheme AUM(CR) ` 690.15
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load NIL
Exit Load NIL
Expense Ratio 2.36

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -3.83% -1.51%
3 Month -2.68% 0.43%
6 Month -13.67% -11.64%
1 Year -12.70% -9.24%
3 Year 0.11% 1.50%
5 Year 3.47% 2.69%
Since Inception 10.20% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others