HSBC Small Cap Equity Fund Direct Growth

Equity
Small Cap
Very High Risk
25.58%
3Y annualised
+0.54% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Nov 2022₹90.74
Min. SIP amountNot Supported
Rating2
Fund size₹300.29Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-8.8%25.6%7.6%15.9%
Category average33.3%23.4%31.9%NA
Rank with in category272013NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
5
35.5%30.2%62,259.56
5
38.0%29.9%26,644.74
4
42.9%28.3%5,376.18
5
40.4%28.1%9,319.04
4
36.1%26.5%1,516.96

Holdings (47)

NameSectorInstrumentAssets
Capital GoodsEquity4.30%
Consumer StaplesEquity4.16%
Metals & MiningEquity3.95%
HealthcareEquity3.94%
Capital GoodsEquity3.76%
HealthcareEquity2.87%
ConstructionEquity2.76%
ServicesEquity2.69%
ServicesEquity2.56%
Metals & MiningEquity2.54%
ConstructionEquity2.50%
Consumer StaplesEquity2.50%
ChemicalsEquity2.49%
ChemicalsEquity2.49%
FinancialEquity2.44%
Consumer DiscretionaryEquity2.41%
ServicesEquity2.36%
ChemicalsEquity2.27%
HealthcareEquity2.27%
ServicesEquity2.24%
ChemicalsEquity2.22%
FinancialEquity2.10%
ChemicalsEquity2.09%
ServicesEquity2.00%
TechnologyEquity1.90%
Capital GoodsEquity1.85%
AutomobileEquity1.75%
HealthcareEquity1.69%
TextilesEquity1.64%
ConstructionEquity1.59%
TechnologyEquity1.54%
ConstructionEquity1.54%
TextilesEquity1.53%
AutomobileEquity1.45%
TechnologyEquity1.31%
ConstructionEquity1.29%
Capital GoodsEquity1.17%
ChemicalsEquity1.15%
FinancialEquity1.09%
ConstructionEquity0.98%
ServicesEquity0.97%
ServicesEquity0.91%
TechnologyEquity0.90%
Consumer StaplesEquity0.88%
HealthcareEquity0.79%
TechnologyEquity0.52%
ServicesEquity0.48%
See All

Pros and cons

Category: Equity Small Cap

Pros

Lower expense ratio: 1.09%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.09%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Ankur Arora
Aug 2019 - Present
View details

Education
Mr. Arora is a B.Com (H) from Guru Nanak Dev University and PGDM in Management from IIM
Experience
Prior to joining HSBC Mutual Fund he has worked with IDFC AMC, ING investments Management (India) Pvt. Ltd., Macquarie Capital Securities, Evalueserve Pvt. Ltd. and UTI Asset Management Co. Pvt Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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