FAQ : HSBC Small Cap Fund - Growth - Direct Plan

HSBC Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 33.78 27.58 31.09 21.37
Average Rolling Returns(%) 27.02 20.74 16.25 20.51

The Current NAV of HSBC Small Cap Fund - Growth - Direct Plan is ₹98.54.

You can consider SIP in HSBC Small Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.

HSBC Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.68%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HSBC Small Cap Fund - Growth - Direct Plan is currently ₹17,237 Crores.

The Top three stocks are Neuland Laboratories, Apar Inds and Aditya Birla Real and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 23% of fund’s portfolio respectively.

Top three sectors of HSBC Small Cap Fund - Growth - Direct Plan fund are Construction & Infrastructure, Capital Goods and BFSI accounting for 43% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of HSBC Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.

Venugopal Manghat and Cheenu Gupta manage the HSBC Small Cap Fund - Growth - Direct Plan Fund.

HSBC Small Cap Fund - Growth - Direct Plan current PE ratio is 54.69 and PB ratio is 10.04

The asset allocation of HSBC Small Cap Fund - Growth - Direct Plan is Stocks : 98.01%, Debt : 1.97% and Gold : 0%

The minimum SIP amount for HSBC Small Cap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for HSBC Small Cap Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for above the limits on or before 1 year, Nil after 1 year

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