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HSBC Small Cap Equity Fund Direct Growth

Equity
Small Cap
Very High Risk
20.07%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 May 2022₹84.11
Min. SIP amount₹500
Rating2
Fund size₹321.08Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.9%20.1%9.7%16.0%
Category average102.5%18.0%16.9%NA
Rank with in category191711NA
Understand terms

Holdings (42)

NameSectorInstrumentAssets
Mastek Ltd.TechnologyEquity4.1%
Kei Industries Ltd.Capital GoodsEquity3.9%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity3.8%
Dixon Technologies (India) Ltd.Capital GoodsEquity3.8%
APL Apollo Tubes Ltd.Metals & MiningEquity3.7%
Radico Khaitan Ltd.Consumer StaplesEquity3.3%
Arvind Ltd.TextilesEquity3.2%
Laurus Labs Ltd.HealthcareEquity3.1%
V-Mart Retail Ltd.ServicesEquity3.1%
Polycab India Ltd.Capital GoodsEquity3.0%
See All

Pros and cons

Category: Equity Small Cap

Pros

3Y annualised returns higher than category average by 2.96%
Lower expense ratio: 1.08%

Cons

1Y and 5Y annualised returns lower than category average
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 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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

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, Nesco Complex,Western Express Highway, Goregaon East, Mumbai 400063
Phone
022-66145000 / 66668819 / 1800-200-2434
Launch Date
27 May 2002
Website
NA
Amc Image
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

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FAQs

How to Invest in HSBC Small Cap Equity Fund Direct Growth?

You can easily invest in HSBC Small Cap Equity Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for HSBC Small Cap Equity Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in HSBC Small Cap Equity Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Small Cap Equity Fund Direct Growth provide?

The HSBC Small Cap Equity Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 15.92% since its inception.

How much expense ratio is charged by HSBC Small Cap Equity Fund Direct Growth?

The term Expense Ratio used for HSBC Small Cap Equity Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of HSBC Small Cap Equity Fund Direct Growth is 1.09% as of 19 May 2022...

What is the AUM of HSBC Small Cap Equity Fund Direct Growth?

The AUM, short for Assets Under Management of HSBC Small Cap Equity Fund Direct Growth is ₹321.08Cr as of 19 May 2022.

How to Redeem HSBC Small Cap Equity Fund Direct Growth?

If you want to sell your HSBC Small Cap Equity Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Small Cap Equity Fund Direct Growth?

You can select either SIP or Lumpsum investment of HSBC Small Cap Equity Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of HSBC Small Cap Equity Fund Direct Growth?

The NAV of HSBC Small Cap Equity Fund Direct Growth is ₹84.11 as of 18 May 2022.

What is the PE and PB ratio of HSBC Small Cap Equity Fund Direct Growth?

The PE ratio ratio of HSBC Small Cap Equity Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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