- Mutual Funds
- HSBC Mutual Fund
- HSBC Small Cap Fund (G)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 85.5778
NAV (Oct 7)
Fund Returns
Last 1Y | 42.5% |
Last 3Y | 25.8% |
Last 5Y | 31.7% |
Last 10Y | 20.2% |
Since Inception | 22.5% |
6 Month CAGR | 20.9% |
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 | 1.68 |
Launched (0y ago) | 1.68 |
AUM in Crores | 16982.9 |
ISIN | INF917K01QC7 |
Lock-in | - |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 15 |
Beta | 0.8 |
Sharpe Ratio | 1.4 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Small Cap Fund (G) | 16,93,111 | 9,60,499 | 31.7% | |
| 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
Apar Industries Ltd.
3.5%Others
3.1%Techno Electric & Engineering Company Ltd.
2.6%NCC Ltd.
2.4%KPIT Technologies Ltd.
2.4%Allocation by Sector
Capital Goods
16.17%Construction
10.77%Financial
9.66%Materials
9.3%Services
9.21%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.048% | 17.662% | ||
25.815% | 22.47% | ||
5.819% | 5.942% | ||
5.56% | 6.968% | ||
4.225% | 6.555% |
HSBC Small Cap Fund (G) Review
HSBC Small Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 22.47% over a period of 10 years. The fund is managed by HSBC Mutual Fund. The fund managers are Cheenu Gupta, Sonal Gupta, Venugopal Manghat.
Nav of HSBC Small Cap Fund (G) as of 10/7/2024 is ₹85.58 with the total AUM as of 10/8/2024 is ₹16982.889957. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Small Cap Fund (G) was launched on 2014-05-12. The category risk of the fund is Average.
The minimum SIP amount for HSBC Small Cap 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 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 NIFTY Smallcap 250 Total Return Index.
It is rated as a 4 fund in Equity and delivered 42.455% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Small Cap Fund (G).
Frequently Asked Questions
What is HSBC Small Cap Fund (G)?
How to invest in HSBC Small Cap Fund (G)?
You can invest in HSBC Small Cap 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 Fund (G)?
The minimum sip amount for HSBC Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Small Cap Fund (G) good to invest in?
As per Scripbox experts, it is a 4 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 Fund (G)?
The expense ratio of the HSBC Small Cap Fund (G) is 1.68% for regular plan.
What is the NAV of HSBC Small Cap Fund (G)?
Today's HSBC Small Cap Fund (G) NAV is ₹85.58.