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  • HSBC Small Cap Equity Fund IDCW (RIDCW-A)

Formerly HSBC Small Cap Equity DR

HSBC Mutual Funds

HSBC Small Cap Equity Fund IDCW (RIDCW-A)

EquitySmall Cap

33.0602

NAV (Dec 03)

14.8%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in small cap mutual funds.

However, Scripbox does not recommend investing in small cap mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

336 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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    Historical growth rate of 12% per annum
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Historical NAV

33.0602

NAV (Dec 3)

Fund Returns

Last 1Y

69.1%

Last 3Y

22.9%

Last 5Y

14.8%

Last 10Y

17.9%

Since Inception

13.5%

6 Month CAGR

26.8%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.5

Launched (16y ago)

May 19, 2005

AUM in Crores

335.287

ISIN

INF336L01AT6

Lock-in

No Lock-in

Benchmark

S&P BSE 250 SmallCap Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ankur Arora

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 13,344 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.

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  • tel-amc-about
    022-66145000
  • mail-amc-about
    hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.4%

    5.4%

    4.7%

    7.2%

    3.9%

    6%

    -

    0%

    4.4%

    5.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

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    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About HSBC Small Cap Equity Fund IDCW (RIDCW-A)

    About HSBC Small Cap Equity Fund IDCW (RIDCW-A)

    HSBC Small Cap Equity Fund IDCW (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 13.5% over a period of 16 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 Ankur Arora

    HSBC Small Cap Equity Fund IDCW (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    HSBC Small Cap Equity Fund IDCW (RIDCW-A) NAV,AUM,Risk

    The HSBC Small Cap Equity Fund IDCW (RIDCW-A) fund was launched on May 19, 2005. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-12-03 is ₹33.06. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹335.287. The category risk of the HSBC Small Cap Equity Fund IDCW (RIDCW-A) fund is Very High Risk. The fund charges 2.5 % as expense ratio.

    HSBC Small Cap Equity Fund IDCW (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.9% in this asset class. The top three holdings of the fund are , dixon technologies (india) ltd , radico khaitan ltd , somany ceramics ltd , mastek ltd , arvind ltd , carborundum universal ltd , amber enterprises india ltd ordinary shares , birla corp ltd , indian energy exchange ltd , apl apollo tubes ltd , polycab india ltd , v-mart retail ltd , j.b. chemicals & pharmaceuticals ltd , kei industries ltd , kec international ltd , jk lakshmi cement ltd , teamlease services ltd , laurus labs ltd , vinati organics ltd , multi commodity exchange of india ltd , inox leisure ltd , atul ltd , birlasoft ltd , mphasis ltd , navin fluorine international ltd , neogen chemicals ltd , ccl products (india) ltd , brigade enterprises ltd , infosys ltd , avanti feeds ltd , ashoka buildcon ltd , camlin fine sciences ltd , himatsingka seide ltd , can fin homes ltd , pnc infratech ltd , coforge ltd , sudarshan chemical industries ltd , metropolis healthcare ltd , narayana hrudayalaya ltd , fine organic industries ltd ordinary shares , reverse repos , oriental carbon and chemicals ltd , treps , net current assets (including cash & bank balances)

    HSBC Small Cap Equity Fund IDCW (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HSBC Small Cap Equity Fund IDCW (RIDCW-A) Investment volatility and Horizon

    This fund 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) Review

    HSBC Small Cap Equity Fund IDCW (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Small Cap Equity Fund IDCW (RIDCW-A) has a score of 2 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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