| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹200 |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -14.1% | 15.9% | 24.7% | 15.0% |
| Category average | -8.3% | 18.2% | 23.8% | NA |
| Rank with in category | 40 | 27 | 13 | NA |
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HSBC Small Cap Fund Direct IDCW | 3 | -13.4% | 18.0% | 16,547.87 |
LIC MF Small Cap Fund Direct IDCW | 2 | -14.1% | 15.9% | 647.11 |
PGIM India Small Cap Fund Direct IDCW | 1 | -0.9% | 13.5% | 1,633.93 |
Inclusive of GST
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
0.005% (from July 1st, 2020)
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.