NAV (Nov 25)
6 Month CAGR
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.
Launched (18y ago)
May 19, 2005
AUM in Crores
S&P BSE 250 SmallCap Index TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HSBC Small Cap Equity Fund (Growth)||8,52,757||1,20,145||6.3%|
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.
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,883 cr
₹ 11,693 cr
₹ 17,531 cr
₹ 10,182 cr
₹ 9,101 cr
HSBC Asset Management(India)Private Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
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 18 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 12/1/2023 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 0 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).
What is HSBC Small Cap Equity Fund (G)?
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 Reviewed Yet 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.