HSBC Small Cap Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Small Cap Growth Direct Plan

NAV
₹56.0585
+0.44%
(26 May)
AUM
8,672 Cr
TER
0.77%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+37.0%
+32.6%
+29.7%
+28.3%
+22.1%
+22.1%
3Y
+49.5%
+52.0%
+66.2%
+49.2%
+43.9%
+49.6%
5Y
+15.3%
+19.1%
+25.7%
+14.9%
+15.0%
+17.4%
ALL
+19.1%
+24.9%
+16.1%
+21.0%
+14.4%
+17.0%
VOL
16.4%
17.7%
14.7%
17.1%
-
15.2%
TER
0.8%
0.8%
0.6%
0.8%
-
0.9%
AUM
₹15,857 Cr
₹26,294 Cr
₹4,092 Cr
₹8,672 Cr
-
₹5,036 Cr
INFO
1.17
1.41
1.09
1.23
-
1.12
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 Jan
Top holdings
K.P.R. Mill Ltd
3.1%
RHI Magnesita India Ltd
2.7%
Indian Bank
2.7%
Grindwell Norton Ltd
2.6%
Carborundum Universal Ltd
2.5%
KEI Industries Ltd
2.5%
JK Lakshmi Cement Ltd
2.4%
E I D Parry India Ltd
2.4%
Apar Industries Ltd
2.3%
Ratnamani Metals & Tubes Ltd
2.3%
Top industry exposure
Industrials
34.8%
Basic Materials
17.0%
Consumer Cyclical
15.6%
Financial Services
9.2%
Technology
7.2%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
15%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.There is no assurance that the investment objective of the scheme will be realized.
Fund manager(s)
Venugopal Manghat
Vihang Naik

FAQs