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NAV: 25 Nov 2022
₹90.74
Rating
2
Min. SIP amount
Not Supported
Fund size
₹300.29Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (47)
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Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity Small Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -8.8% | 25.6% | 7.6% | 15.9% |
| Category average | -8.7% | 20.7% | 28.0% | NA |
| Rank with in category | 27 | 20 | 13 | NA |
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Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | 5 | -4.0% | 31.2% | 14,561.74 |
Invesco India Smallcap Fund Direct Growth | 5 | -3.0% | 26.4% | 7,717.78 |
Quant Small Cap Fund Direct Plan Growth | 4 | -10.3% | 25.9% | 28,758.03 |
Nippon India Small Cap Fund Direct Growth | 5 | -7.9% | 24.3% | 64,821.04 |
Franklin India Small Cap Fund Direct Growth | 4 | -10.1% | 22.9% | 13,302.32 |
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.
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Check past data
Fund management
Ankur AroraAug 2019 - PresentView details
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
E-mail
NA
HSBC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comPros 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
Compare funds
HSBC Small Cap Equity Fund Direct Growth
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