Home>Mutual Funds>HSBC Mutual Fund>HSBC Small Cap Equity Fund Direct Growth

HSBC Small Cap Equity Fund Direct Growth

Equity
Small Cap
Very High Risk
26.44%
3Y annualised
-1.35% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹97.45
Min. SIP amount₹500
Rating2star
Fund size₹337.13 Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns93.3%26.4%15.0%19.1%
Category average102.5%18.0%16.9%NA
Rank with in category13810NA
Understand termsinfo

Holdings (40)

NameSectorInstrumentAssets
TechnologyEquity4.6%
ConstructionEquity4.0%
Consumer DurableEquity3.9%
EngineeringEquity3.8%
MetalsEquity3.7%
EngineeringEquity3.6%
ConstructionEquity3.4%
ServicesEquity3.4%
ServicesEquity3.3%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity3.3%
See All

Pros and cons

info
Category: Equity Small Cap
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Pros

3Y annualised returns higher than category average by 8.45%
Lower expense ratio: 1.08%
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Cons

1Y and 5Y annualised returns lower than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.08%

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 termsinfo
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
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Fund house & investment objective

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Fund house contact details

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