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  • HSBC Small Cap Equity Fund (Growth)

Formerly HSBC Midcap Equity Gr

HSBC Mutual Funds

HSBC Small Cap Equity Fund (Growth)

EquitySmall Cap

82.25

NAV (Nov 25)

6.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in small cap mutual funds.

Small cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

82.25

NAV (Nov 25)

Fund Returns

Last 1Y

-10.1%

Last 3Y

23.8%

Last 5Y

6.3%

Last 10Y

15.7%

Since Inception

12.8%

6 Month CAGR

12.2%

Scheme Information

Investment Objective

To generate long term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies. However,it could move a portion of its assets towards fixed income securities if the fund manager becomes negative on the Indian equity markets. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio

2.5

Launched (17y ago)

May 19, 2005

AUM in Crores

296.122

ISIN

INF336L01AV2

Lock-in

No Lock-in

Benchmark

S&P BSE 250 SmallCap Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

26.9

Standard Deviation (5yr)

25.4

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.741

Sharpe Ratio (5yr)

0.19

YTM

0

Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

See all holdings

Compare HSBC Small Cap Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,639 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.3%

    4%

    5.6%

    6.8%

    8.6%

    5.3%

    6.2%

    3.8%

    5%

    HSBC Small Cap Equity Fund (G) Review

    HSBC Small Cap Equity Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 12.8% over a period of 17 years. The fund was previously known as HSBC Midcap Equity Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.

    Nav of HSBC Small Cap Equity Fund (G) as of 11/25/2022 is ₹82.25 with the total AUM as of 12/5/2022 is ₹296.122. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Small Cap Equity Fund (G) was launched on May 19, 2005. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HSBC Small Cap Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    HSBC Small Cap Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 SmallCap Index TR INR.

    HSBC Small Cap Equity Fund (G) is rated as a 1 fund in Equity and delivered -10.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Small Cap Equity Fund (G).

    Frequently Asked Questions

    What is HSBC Small Cap Equity Fund (G)?

    HSBC Small Cap Equity Fund (G) is a Small Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in HSBC Small Cap Equity Fund (G)?

    You can invest in HSBC Small Cap Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HSBC Small Cap Equity Fund (G)?

    The minimum sip amount for HSBC Small Cap Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HSBC Small Cap Equity Fund (G) good to invest in?

    As per Scripbox experts, HSBC Small Cap Equity Fund (G) is a Not Recommended fund. You can investHSBC Small Cap Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HSBC Small Cap Equity Fund (G)?

    The expense ratio of the HSBC Small Cap Equity Fund (G) is 2.5% for regular plan.