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

HSBC Small Cap Growth Direct Plan

NAV
₹79.8621
-0.30%
(12 Apr)
AUM
13,747 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+78.4%
+76.5%
+60.5%
+54.5%
+54.0%
+52.6%
3Y
+31.6%
+41.7%
+32.5%
+32.1%
+33.8%
+27.7%
5Y
NA
+38.3%
+24.4%
+24.1%
+25.6%
+25.9%
ALL
+39.1%
+20.0%
+22.8%
+21.2%
+23.4%
+16.3%
VOL
16.9%
14.9%
15.5%
16.2%
16.8%
-
TER
0.4%
0.7%
0.9%
0.6%
0.7%
-
AUM
₹4,389 Cr
₹17,349 Cr
₹11,540 Cr
₹28,599 Cr
₹13,747 Cr
-
INFO
2.31
1.34
1.47
1.31
1.39
-
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 29th Feb
Top holdings
Apar Industries Ltd
3.0%
Sonata Software Ltd
2.9%
Brigade Enterprises Ltd
2.9%
EIH Ltd
2.5%
KPIT Technologies Ltd
2.5%
KEI Industries Ltd
2.2%
NCC Ltd
2.0%
K.P.R. Mill Ltd
2.0%
Sobha Ltd
2.0%
Ratnamani Metals & Tubes Ltd
1.9%
Top industry exposure
Industrials
31.3%
Basic Materials
15.5%
Consumer Cyclical
14.1%
Technology
10.8%
Financial Services
9.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
20%
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