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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
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