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Formerly L&T Emerging Businesses Reg Gr

HSBC Mutual Funds

HSBC Small Cap Fund Fund (Growth)

EquitySmall Cap
Top Ranked

72.8095

NAV (Apr 12)

24.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

72.8095

NAV (Apr 12)

Fund Returns

Last 1Y
50.2%
Last 3Y
34.2%
Last 5Y
24.2%
Last 10Y
NA
Since Inception
22.2%
6 Month CAGR
16.1%

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.

Expense Ratio
1.72
Launched (10y ago)
May 12, 2014
AUM in Crores
13401.235
ISIN
INF917K01QC7
Lock-in
No Lock-in
Benchmark
Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.8
Standard Deviation (5yr)
22.8
Beta (3yr)
0.79
Beta (5yr)
0.87
Sharpe Ratio (3yr)
1.607
Sharpe Ratio (5yr)
0.801
YTM
0
Fund Managers

Sonal Gupta

Fund Manager

Venugopal Manghat

Fund Manager

Cheenu Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Small Cap Fund Fund (Growth)70%13,65,959 6,33,34724.2%
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.

Asset allocation and Holdings

Last updated on 2024-04-12

Top Stock Holdings

apar industries ltd

3.3%
3.3%

eih ltd

2.9%
2.9%

treps

2.8%
2.8%

brigade enterprises ltd

2.7%
2.7%

sonata software ltd

2.6%
2.6%
See all holdings

Allocation by Sector

industrials

31.6%
31.6%

basic materials

14.6%
14.6%

consumer cyclical

14.4%
14.4%

technology

10.5%
10.5%

financial services

9.6%
9.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 114,184 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

34.2%

22.2%

5.3%

5.9%

28.1%

17%

4.7%

5.2%

21.7%

15.7%

HSBC Small Cap Fund Fund (G) Review

HSBC Small Cap Fund Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 22.2% over a period of 9 years. The fund was previously known as L&T Emerging Businesses Reg Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Sonal Gupta, Venugopal Manghat.

Nav of HSBC Small Cap Fund Fund (G) as of 4/12/2024 is ₹72.81 with the total AUM as of 4/14/2024 is ₹13401.235. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Small Cap Fund Fund (G) was launched on May 12, 2014. The category risk of the fund is Very High Risk.

The minimum SIP amount for HSBC Small Cap Fund 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 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 TR INR.

HSBC Small Cap Fund Fund (G) is rated as a 4 fund in Equity and delivered 50.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Small Cap Fund Fund (G).

Frequently Asked Questions

What is HSBC Small Cap Fund Fund (G)?

HSBC Small Cap Fund Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Small Cap Fund Fund (G)?

You can invest in HSBC Small Cap Fund 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 Fund (G)?

The minimum sip amount for HSBC Small Cap Fund Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Small Cap Fund Fund (G) good to invest in?

As per Scripbox experts, HSBC Small Cap Fund Fund (G) is a Top Ranked fund. You can investHSBC Small Cap Fund Fund (G) 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 Fund Fund (G)?

The expense ratio of the HSBC Small Cap Fund Fund (G) is 1.72% for regular plan.