- Mutual Funds
- HSBC Mutual Funds
- HSBC Small Cap Equity Fund IDCW (RIDCW-A)
Formerly HSBC Small Cap Equity DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 30.1357
NAV (Nov 25)
Fund Returns
Last 1Y | -10.1% |
Last 3Y | 23.8% |
Last 5Y | 4.4% |
Last 10Y | 14.6% |
Since Inception | 12.1% |
6 Month CAGR | 12.2% |
Scheme Information
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 (19y ago) | May 19, 2005 |
AUM in Crores | 296.122 |
ISIN | INF336L01AT6 |
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) | 26.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.741 |
Sharpe Ratio (5yr) | 0.122 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Small Cap Equity Fund IDCW (RIDCW-A) | 8,13,950 | 81,338 | 4.4% | |
| 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
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.2% | 22.1% | ||
5.3% | 5.9% | ||
27.4% | 16.9% | ||
21% | 15.6% | ||
4.5% | 5.1% |
HSBC Small Cap Equity Fund IDCW (RIDCW-A) Review
HSBC Small Cap Equity Fund IDCW (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 12.1% over a period of 18 years. The fund was previously known as HSBC Small Cap Equity DR. 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 IDCW (RIDCW-A) as of 11/25/2022 is ₹30.14 with the total AUM as of 4/23/2024 is ₹296.122. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Small Cap Equity Fund IDCW (RIDCW-A) 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 IDCW (RIDCW-A) 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 IDCW (RIDCW-A) 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 IDCW (RIDCW-A) 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 IDCW (RIDCW-A).
Frequently Asked Questions
What is HSBC Small Cap Equity Fund IDCW (RIDCW-A)?
How to invest in HSBC Small Cap Equity Fund IDCW (RIDCW-A)?
You can invest in HSBC Small Cap Equity Fund IDCW (RIDCW-A) 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 IDCW (RIDCW-A)?
The minimum sip amount for HSBC Small Cap Equity Fund IDCW (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Small Cap Equity Fund IDCW (RIDCW-A) good to invest in?
As per Scripbox experts, HSBC Small Cap Equity Fund IDCW (RIDCW-A) is a Not Reviewed Yet fund. You can investHSBC Small Cap Equity Fund IDCW (RIDCW-A) 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 IDCW (RIDCW-A)?
The expense ratio of the HSBC Small Cap Equity Fund IDCW (RIDCW-A) is 2.5% for regular plan.