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HSBC Small Cap Equity Fund Direct Growth

Equity
Small Cap
Very High Risk
104.14%
1Y return
+1.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹88.54
Min. SIP Amount₹500
Rating2star
Fund Size₹333.12 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns104.1%16.4%14.2%18.3%
Category average102.5%18.0%16.9%NA
Rank with in category161010NA
Understand termsinfo

Holdings (42)

NameSectorInstrumentAssets
Laurus Labs Ltd.HealthcareEquity4.8%
Dixon Technologies (India) Ltd.EngineeringEquity4.7%
APL Apollo Tubes Ltd.MetalsEquity4.2%
Mastek Ltd.TechnologyEquity4.1%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity4.0%
Amber Enterprises India Ltd.Consumer DurableEquity4.0%
Somany Ceramics Ltd.ConstructionEquity3.7%
Radico Khaitan Ltd.FMCGEquity3.6%
Navin Fluorine International Ltd.ChemicalsEquity3.4%
JK Lakshmi Cement Ltd.ConstructionEquity3.0%
See All

Pros and cons

Category: Equity Small Cap

Pros

  • Lower expense ratio - 1.08%

Cons

  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

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

Minimum investment amounts

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