HSBC Small Cap Equity Fund - Direct (G)

HSBC Small Cap Equity Fund - Direct (G)

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 02-Jan-2013
Scheme AUM(CR) ` 658.76
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load NIL
Exit Load NIL
Expense Ratio 1.03

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 1.93% 3.99%
3 Month -9.53% -11.08%
6 Month -10.98% -13.25%
1 Year -16.70% -20.97%
3 Year 0.33% 0.33%
5 Year 6.75% 2.49%
Since Inception 12.46% 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