HSBC Small Cap Equity Fund (G)

HSBC Small Cap Equity Fund (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 19-May-2005
Scheme AUM(CR) ` 668.19
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load NIL
Exit Load NIL
Expense Ratio 2.34

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -6.68% -9.36%
3 Month -6.67% -10.43%
6 Month -1.23% -3.62%
1 Year -20.57% -23.22%
3 Year -0.61% 0.91%
5 Year 7.57% 3.63%
Since Inception 10.77% 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