HSBC Small Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Small Cap Growth Direct Plan

NAV
₹79.2473
-0.65%
(21 Feb)
AUM
15,453 Cr
TER
0.67%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.9%
+11.3%
+6.6%
+3.0%
+0.8%
-4.6%
3Y
+25.8%
+23.1%
+23.1%
+18.0%
+19.3%
+22.6%
5Y
NA
+26.0%
+22.1%
+24.7%
+26.7%
+39.9%
ALL
+34.3%
+24.5%
+22.0%
+15.8%
+21.3%
+17.6%
VOL
17.5%
18.3%
20.7%
-
17.2%
15.3%
TER
0.5%
0.4%
0.4%
-
0.7%
0.7%
AUM
₹9,236 Cr
₹5,905 Cr
₹2,254 Cr
-
₹15,453 Cr
₹25,183 Cr
INFO
1.97
1.34
1.06
-
1.24
1.15
Past performance
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 (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 31st Dec
Top holdings
Apar Industries Ltd
2.7%
BSE Ltd
2.6%
Dixon Technologies (India) Ltd
2.5%
Neuland Laboratories Limited
2.4%
Aditya Birla Real Estate Ltd
2.3%
Techno Electric & Engineering Co Ltd
2.2%
Kirloskar Pneumatic Co Ltd
2.2%
KFin Technologies Ltd
2.1%
Trent Ltd
1.9%
Time Technoplast Ltd
1.9%
Top industry exposure
Industrials
30.5%
Consumer Cyclical
16.5%
Financial Services
14.3%
Technology
10.6%
Basic Materials
10.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
30%
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.
Fund manager(s)
Venugopal Manghat
Cheenu Gupta
Sonal Gupta

FAQs