- Mutual Funds
- HSBC Mutual Fund
- HSBC Small Cap Equity Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 82.25
NAV (Nov 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | NA |
6 Month CAGR | NA |
Scheme Information
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.
Expense Ratio | - |
Launched (0y ago) | - |
AUM in Crores | 300.3 |
ISIN | INF336L01AV2 |
Lock-in | - |
Benchmark | BSE 250 SmallCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Small Cap Equity Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
5.4%Kei Industries Ltd.
4.3%Radico Khaitan Ltd.
4.2%APL Apollo Tubes Ltd.
4%JB Chemicals & Pharmaceuticals Ltd.
3.9%Allocation by Sector
Services
14.21%Healthcare
11.56%Capital Goods
11.08%Chemicals
10.22%Materials
7.82%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22.649% | 17.495% | ||
23.906% | 22.16% | ||
5.785% | 5.933% | ||
5.587% | 6.962% | ||
4.252% | 6.55% |
HSBC Small Cap Equity Fund (G) Review
HSBC Small Cap Equity Fund (G) is a Equity Equity fund and has delivered an annualised return of null% over a period of 19 years. The fund is managed by HSBC Mutual Fund. The fund manager’s name is .
Nav of HSBC Small Cap Equity Fund (G) as of 11/25/2022 is ₹82.25 with the total AUM as of 10/8/2024 is ₹300.289367. 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 2005-05-19. The category risk of the fund is null.
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 BSE 250 SmallCap Total Return Index.
It is rated as a null fund in Equity and delivered null% 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)?
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, it is a fund. You can invest in it 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 % for regular plan.
What is the NAV of HSBC Small Cap Equity Fund (G)?
Today's HSBC Small Cap Equity Fund (G) NAV is ₹82.25.