HSBC Small Cap Fund Growth

Equity
Small Cap
Very High Risk
25.32%
3Y annualised
+1.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Oct 2024₹89.45
Min. SIP amountNot Supported
Rating3
Fund size₹17,306.21Cr

Return calculator

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

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns43.5%25.3%32.4%22.7%
Category average45.5%22.4%33.1%NA
Rank with in category22610NA
Understand terms

Holdings (98)

NameSectorInstrumentAssets
DiversifiedEquity2.78%
Consumer StaplesEquity2.65%
ServicesEquity2.54%
ConstructionEquity2.37%
Capital GoodsEquity2.29%
HealthcareEquity2.01%
ConstructionEquity1.97%
Capital GoodsEquity1.90%
TextilesEquity1.81%
Metals & MiningEquity1.79%
See All

Expense ratio, exit load and tax

Expense ratio: 1.67%

Inclusive of GST

Exit load

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Venugopal Manghat
Dec 2019 - Present
View details

Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management 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
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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