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HSBC Small Cap Equity Fund (Growth)

Formerly HSBC Midcap Equity Gr
Returns (5yrs)
0.76 %
Latest NAV
40.58

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  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 11th of July, 07:07 PM

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.

Fund Managers

  • profile-pic
    Ankur Arora
  • expense-ratio
    Expense Ratio
    2.5
    benchmark
    Benchmark
    S&P BSE 250 SmallCap Index TR INR
  • Aum image
    AUM
    ₹ 287.12 Crores
    ISIN
    ISIN
    INF336L01AV2
  • Category Risk:

    Moderately High risk

Holding Information

as on 11th of July, 07:07 PM

Top Holding

Dixon Technologies (India) Ltd
5%
J.B. Chemicals & Pharmaceuticals Ltd
5%
Amber Enterprises India Ltd Ordinary Shares
5%
Vinati Organics Ltd
4%
Escorts Ltd
4%

Top Sectors

Basic Materials
21%
Industrials
16%
Consumer Cyclical
16%
Technology
13%
Financial Services
11%

Allocation

Equity
97%
Others
3%
Debt
0%

Investment Return Calculator

as on 11th of July, 07:07 PM
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 11th of July, 07:07 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

HSBC Small Cap Equity Fund Growth is a Small Cap Equity fund and has delivered an annualised return of 0.76% over a period of 5 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers names are Ankur Arora. 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. The fund charges 2.50000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.