HSBC Small Cap Equity Fund Direct Growth+0.87%

9.43%
1 Year Return
Equity
Small Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Small Cap Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.09%
NAV51.31 (23 Oct 2020)
Fund Started01 Jan 2013
Fund Size316 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Small Cap Equity Fund Direct Growth
9.4%
-5.2%
5.0%
12.1%
Category Average
13.2%
-1.6%
7.0%
-
Rank within category
16
12
12
-
*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
    0
    with 9.4% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 1.09%
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Dixon Technologies (India) Ltd.EngineeringEquity5.5%
    JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity5.5%
    Amber Enterprises India Ltd.Cons DurableEquity5.2%
    Vinati Organics Ltd.ChemicalsEquity4.5%
    APL Apollo Tubes Ltd.MetalsEquity3.7%
    Laurus Labs Ltd.HealthcareEquity3.6%
    Escorts Ltd.AutomobileEquity3.3%
    V-Mart Retail Ltd.ServicesEquity3.1%
    KEC International Ltd.EngineeringEquity3.0%
    Can Fin Homes Ltd.FinancialEquity3.0%
    See All

    Fund Managers

    addAnkur Arora
    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.
    Funds Managed

    HSBC Small Cap Equity Fund Direct Growth Details

    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

    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.

    Tax Implications

    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.

    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

    Compare Funds

    HSBC Small Cap Equity Fund Direct Growth
    VS
    search

    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,
    Similar Funds
    Data not available