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

HSBC Small Cap Growth Direct Plan

NAV
₹77.7713
-3.17%
(13 Mar)
AUM
15,375 Cr
TER
0.71%
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
+11.5%
+10.8%
+10.8%
+8.9%
+6.5%
+2.7%
3Y
+22.8%
+29.0%
+23.1%
+23.7%
+16.9%
+15.1%
5Y
+20.8%
+22.3%
NA
+16.8%
+17.3%
+19.0%
ALL
+21.5%
+28.9%
+20.8%
+18.8%
+13.8%
+18.9%
VOL
18.1%
17.3%
16.9%
20.2%
-
17.2%
TER
0.4%
0.5%
0.5%
0.4%
-
0.7%
AUM
₹9,716 Cr
₹20,474 Cr
₹4,076 Cr
₹2,712 Cr
-
₹15,375 Cr
INFO
1.19
1.68
1.23
0.93
-
1.10
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 28th Feb
Top holdings
Treps
3.9%
Karur Vysya Bank Ltd
3.1%
The Federal Bank Ltd
2.1%
Apar Industries Ltd
2.0%
MTAR Technologies Ltd
1.9%
PNB Housing Finance Ltd
1.8%
Polycab India Ltd
1.8%
KEI Industries Ltd
1.8%
Sai Life Sciences Ltd
1.7%
Time Technoplast Ltd
1.6%
Top industry exposure
Industrials
26.3%
Financial Services
20.1%
Consumer Cyclical
16.2%
Healthcare
10.5%
Basic Materials
8.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
40%
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
Mayank Chaturvedi

FAQs