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HSBC Mutual Fund

HSBC Small Cap Equity Fund Direct - Growth

NAV
returns change indicator
33.2412
as on 31 Mar 2020, 11:35 PM
1.1082(3.45%)
Last Change
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Scheme Ratings

2
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by Value Research
1
starstarstarstarstar
rated by CRISIL

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
1,000
Suggested Date
1st of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
63,461
star
65,279
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
34,720
Profit (absolute return)
34.72%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
27.90%
In the last 6 months
29.49%
In the last 1 year
36.81%
In the last 3 years
34.72%
In the last 5 years
12.72%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

HSBC Small Cap Equity Fund Direct - Growth
HSBC Small Cap Equity Fund Direct - Growth
as of 31 Mar 2020, 11:35 PM
363.06 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year
1.12%
Expense Ratio
Plan
Growth
2.17%
Cash Holding
Benchmark
S&P BSE 250 SmallCap Total Return Index
Scheme Document
Benchmark
S&P BSE 250 SmallCap Total Return Index
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Document

Sectors Holding in this Mutual Fund

as on 29 Feb 2020
Sort By
Construction
15.76%
57.22 Cr
Financial
14.98%
54.39 Cr
Chemicals
13.51%
49.05 Cr
Engineering
11.86%
43.06 Cr
Services
10.02%
36.38 Cr
Cons Durable
8.71%
31.62 Cr
Metals
5.86%
21.28 Cr
FMCG
4.66%
16.92 Cr
Healthcare
4.30%
15.61 Cr
Technology
4.19%
15.21 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 29 Feb 2020
Sort By
Amber Enterprises India Ltd.
3.78%
13.72 Cr
Kei Industries Ltd.
3.65%
13.25 Cr
Vinati Organics Ltd.
3.62%
13.14 Cr
Aarti Industries Ltd.
3.36%
12.20 Cr
JB Chemicals & Pharmaceuticals Ltd.
3.34%
12.13 Cr
INOX Leisure Ltd.
3.25%
11.80 Cr
Dixon Technologies (India) Ltd.
3.16%
11.47 Cr
Can Fin Homes Ltd.
3.10%
11.25 Cr
V-Mart Retail Ltd.
3.07%
11.15 Cr
HDFC Bank Ltd.
2.92%
10.60 Cr
View All
View All

About HSBC Small Cap Equity Fund Direct - Growth

HSBC Small Cap Equity Fund Direct - Growth is a Equity mutual fund scheme from HSBC Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Ankur Arora. It has an AUM of ₹363.06 Crores and the latest NAV decalared is ₹33.241 as on 31 Mar 2020 at 11:35 pm.
HSBC Small Cap Equity Fund Direct - Growth scheme return performance in last 1 year is -36.81%, in last 3 years is -34.72% and 58.44% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:363.06 Cr
Category:Equity: Small Cap
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies.

AMC Information

HSBC Mutual Fund
HSBC Mutual Fund
View AMC Details
12,080.63 Cr
AUM
49
Schemes
Address
Address
The Hongkong and Shanghai Banking Corp. Ltd.16, V. N. Road,Fort,400001
Phone Number
Phone Number
Phone : 022-66145000 / 66668819 / 1800-200-2434
Fax : 022-40029600