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HSBC Small Cap Equity Fund Direct Dividend+0.20%

25.34%
1 Year Return
Equity
Diversified
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Small Cap Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.09%
NAV₹27.15 (21 Jan 2021)
Fund Started03 Jan 2013
Fund Size329 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
25.3%
-2.6%
11.4%
-21.5%
Category Average
26.6%
1.0%
13.6%
-
Rank Within Category
11
12
12
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 25.3% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Dixon Technologies (India) Ltd.EngineeringEquity6.1%
APL Apollo Tubes Ltd.MetalsEquity5.4%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity5.1%
Amber Enterprises India Ltd.Cons DurableEquity4.3%
V-Mart Retail Ltd.ServicesEquity3.9%
Kei Industries Ltd.EngineeringEquity3.6%
KEC International Ltd.EngineeringEquity3.0%
Can Fin Homes Ltd.FinancialEquity3.0%
Laurus Labs Ltd.HealthcareEquity2.9%
Carborundum Universal Ltd.MetalsEquity2.8%
See All

Fund Managers

Ankur Arora
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HSBC Small Cap Equity Fund Direct Dividend Details

HSBC Small Cap Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 03 Jan 2013. Neelotpal Sahai is the Current Fund Manager of HSBC Small Cap Equity Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹329 Cr and the Latest NAV as of 21 Jan 2021 is ₹27.15.

The HSBC Small Cap Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

Investment Objective

The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
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
27 May 2002
Website
NA
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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