HSBC Small Cap Equity Fund Growth-1.84%

2Groww
-24.01%
1 Year Return
Equity
Small Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Small Cap Equity Fund Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.34%
NAV46.79 (08 Jul 2019)
Fund Started18 May 2005
Fund Size668 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Small Cap Equity Fund Growth
-24.0%
-1.9%
6.0%
10.5%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -24.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reverse RepoCurrent AssetsReverse repo7.7%
    Vinati OrganicsChemicalsEquity3.4%
    Balaji Amines Ltd.ChemicalsEquity2.5%
    City Union Bank Ltd.Financial ServicesEquity2.4%
    Deccan Cements Ltd.Cement & Cement ProductsEquity2.3%
    Orient Electric Ltd.Consumer GoodsEquity2.3%
    RBL Bank Ltd.Financial ServicesEquity2.2%
    Graphite India Ltd.Industrial ManufacturingEquity2.2%
    DCB Bank Ltd.Financial ServicesEquity2.1%
    CreditAccess Grameen Ltd.Financial ServicesEquity2.1%
    See All

    Fund Managers

    addNeelotpal Sahai
    Education
    Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM
    Experience
    Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
    Funds Managed

    Other Details

    HSBC Small Cap Equity Fund Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 18 May 2005. Dhiraj Sachdev is the Current Fund Manager of HSBC Small Cap Equity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹668 Cr and the Latest NAV as of 08 Jul 2019 is ₹46.79.

    The HSBC Small Cap Equity Fund Growth is rated High risk. Minimum SIP Investment is 1000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The Fund is an open ended Equity Scheme seeking to generate long term capital growth from an actively managed portfolio of equity and equity related securities primarily being midcap stocks. However, it could move a portion of its assets towards fixed income securities if the fund manager becomes cautious or negative on the Indian equity markets.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    26 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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