| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.09% |
| NAV | ₹51.31 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹316 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Dixon Technologies (India) Ltd. | Engineering | Equity | 5.5% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 5.5% |
| Amber Enterprises India Ltd. | Cons Durable | Equity | 5.2% |
| Vinati Organics Ltd. | Chemicals | Equity | 4.5% |
| APL Apollo Tubes Ltd. | Metals | Equity | 3.7% |
| Laurus Labs Ltd. | Healthcare | Equity | 3.6% |
| Escorts Ltd. | Automobile | Equity | 3.3% |
| V-Mart Retail Ltd. | Services | Equity | 3.1% |
| KEC International Ltd. | Engineering | Equity | 3.0% |
| Can Fin Homes Ltd. | Financial | Equity | 3.0% |
HSBC Small Cap Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Dhiraj Sachdev is the Current Fund Manager of HSBC Small Cap Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹316 Cr and the Latest NAV as of 23 Oct 2020 is ₹51.31.
The HSBC Small Cap Equity Fund Direct Growth 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
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.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.