HSBC Small Cap Equity Fund - Direct (D)

HSBC Small Cap Equity Fund - Direct (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 04-Jan-2013
Scheme AUM(CR) ` 690.15
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load NIL
Exit Load NIL
Expense Ratio 1.02

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -2.13% -1.21%
3 Month 0.95% 4.74%
6 Month -12.79% -11.22%
1 Year -8.35% -5.82%
3 Year 1.38% 2.24%
5 Year 4.10% 2.45%
Since Inception 11.38% 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