- Mutual Funds
- HSBC Mutual Fund
- HSBC Small Cap Fund Direct Growth
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.
Scheme Information
The Scheme will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation.
Expense Ratio | 0.66 % |
Launched 10Y ago | 2014-05-12 |
AUM in Crores | 14493.3 |
ISIN | INF917K01QA1 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 18.2 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
Asset allocation and Holdings
Top Stock Holdings
Apar Industries Ltd.
3.47%Others
3.05%Techno Electric & Engineering Company Ltd.
2.6%KPIT Technologies Ltd.
2.39%NCC Ltd.
2.39%
Allocation by Sector
Capital Goods
15.25%Financial
12.15%Services
10.72%Construction
8.32%Healthcare
7.87%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
