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

HSBC Small Cap IDCW Reinvest Direct Plan

NAV
₹56.4208
-0.28%
(13 Dec)
AUM
16,920 Cr
TER
0.68%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+57.6%
+45.6%
+45.6%
+36.0%
+35.1%
+34.3%
3Y
+31.6%
+28.4%
+28.4%
+27.9%
+27.3%
+23.8%
5Y
NA
+35.3%
+35.3%
+49.2%
+33.6%
+33.2%
ALL
+39.9%
+29.2%
+29.2%
+19.3%
+23.9%
+16.7%
VOL
17.8%
18.6%
18.6%
15.2%
18.0%
-
TER
0.4%
0.4%
0.4%
0.6%
0.7%
-
AUM
₹8,716 Cr
₹5,842 Cr
₹5,842 Cr
₹27,161 Cr
₹16,920 Cr
-
INFO
2.24
1.57
1.57
1.27
1.33
-
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 IDCW Reinvest (DR)
₹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
Apar Industries Ltd
2.7%
Aditya Birla Real Estate Ltd
2.6%
Neuland Laboratories Limited
2.4%
Kirloskar Pneumatic Co Ltd
2.4%
BSE Ltd
2.3%
Techno Electric & Engineering Co Ltd
2.3%
Trent Ltd
2.3%
Brigade Enterprises Ltd
2.0%
NCC Ltd
2.0%
Dixon Technologies (India) Ltd
2.0%
Top industry exposure
Industrials
31.3%
Consumer Cyclical
15.3%
Financial Services
14.4%
Basic Materials
12.1%
Technology
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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