Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Small Cap Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Treps
4.8%
Radico Khaitan Ltd
4.2%
KEI Industries Ltd
3.9%
J.B. Chemicals & Pharmaceuticals Ltd
3.9%
APL Apollo Tubes Ltd
3.9%
Dixon Technologies (India) Ltd
3.7%
JK Lakshmi Cement Ltd
3.0%
Amber Enterprises India Ltd Ordinary Shares
2.8%
Carborundum Universal Ltd
2.7%
Vinati Organics Ltd
2.7%
Top industry exposure
Basic Materials
19.0%
Industrials
17.3%
Consumer Cyclical
16.6%
Healthcare
11.5%
Technology
8.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
33%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.