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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹300 Cr

Lock In Period

N/A

Expense Ratio

2.5

Benchmark

BSE 250 SmallCap Index

Exit Load

1% if redeemed / switched outwithin 1 year from date of allotment, else nil.

Summary

Latest details for HSBC Small Cap Equity Fund - OLD Growth include a ₹82.25 NAV as of Nov 25,2022 and returns since inception of 89.81%. Minimum investments start at SIP ₹500. The HSBC Small Cap Equity Fund - OLD Growth AUM is ₹300 Cr, with a lock-in of N/A years, expense ratio of 2.5%, and benchmark BSE 250 SmallCap Index. Exit load is - 1% if redeemed / switched outwithin 1 year from date of allotment, else nil.. In the growth review for 1M Month/Year, the fund recorded 0.94% returns, against a category average of 1.10% and a category best of 15.32%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.941.1015.32
6M12.221.7827.35
1Y-10.085.7577.31
3Y23.8114.59133.22

Portfolio Analysis

  • Equity: 94.83%
  • Debt: 5.17%
  • Others
As on: 2022-10-31
View allocation % by

1. Neogen Chemicals Limited2.49%
2. Navin Fluorine International Limited2.27%
3. Vinati Organics Limited2.22%
4. Camlin Fine Sciences Ltd.2.09%
5. Fine Organic Industries Limited1.15%

1. KEI Industries Limited4.30%
2. POLYCAB INDIA Limited1.85%
3. Motherson Sumi Wiring India Limited1.75%

1. Radico Khaitan Limited4.16%
2. CCL Products (India) Limited2.50%

1. J.B. Chemicals & Pharmaceuticals Limited3.94%
2. Laurus Labs Limited2.27%

1. Dixon Technologies (India) Limited3.76%
2. Amber Enterprises India Limited2.41%

1. CreditAccess Grameen Ltd.2.44%
2. Can Fin Homes Limited2.10%
3. Prudent Corporate Advisory Services Limited1.09%

1. Rainbow Children's Medicare Ltd.2.87%
2. METROPOLIS HEALTHCARE LIMITED1.69%
3. Narayana Hrudayalaya ltd.0.79%

1. Coforge Limited1.90%
2. Infosys Limited1.54%
3. Birlasoft Limited0.90%
4. Rategain Travel Technologies Ltd.0.52%

1. J.K. Lakshmi Cement Limited2.76%
2. ACC Limited1.59%

1. APL Apollo Tubes Limited3.95%

1. Brigade Enterprises Limited2.50%
2. PNC Infratech Limited1.29%

1. Lemon Tree Hotels Limited2.24%
2. Chalet Hotels Limited0.91%

1. Mahindra Logistics Ltd.2.69%

1. Multi Commodity Exchange of India Limited2.56%

1. Carborundum Universal Limited2.54%

1. VIP Industries Limited2.49%

1. PVR Limited2.36%

1. V-Mart Retail Limited2.00%

1. Arvind Limited1.64%

1. Oberoi Realty Limited1.54%

1. TCNS Clothing Company Limited1.53%

1. Apollo Tyres Limited1.45%

1. Latent View Analytics Ltd.1.31%

1. KEC International Limited1.17%

About Fund

HSBC Small Cap Equity Fund - OLD Growth managed by HSBC Mutual Fund,is a Small-capscheme with Assets Under Management of ₹300 Crore. The fund benchmarks its performance against the BSE 250 SmallCap Index while maintaining an expense ratio of 2.5. Under the expert guidance of Ankur Arora ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ankur Arora

Mr. Ankur Arora holds Graduate Diploma in Management from IIM Lucknow, B. Com from Guru Nanak Dev University. He has more than seven years of experience in equity market, spread between research and portfolio management. Prior to joining IDFC, he was working with ING Investments Management (India) Pvt. Ltd. as Portfolio Manager - Equities. Prior to that he has worked with Macquarie Capital Securities, Evalueserve.com Pvt Ltd. and UTI Asset Management Co. Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundNippon India Small Cap Fund Growth561808.85 CR1.42
This FundBank of India Small Cap Fund Growth21770.44 CR2.02
This FundHSBC Small Cap Equity Fund - OLD Growth2300.29 CR2.5
This FundBandhan Small Cap Fund Growth520129.67 CR1.64
Fund Name1Y3Y
This FundNippon India Small Cap Fund Growth8.224380.0204
This FundBank of India Small Cap Fund Growth9.367181.8078
This FundHSBC Small Cap Equity Fund - OLD Growth-9.696390.5929
This FundBandhan Small Cap Fund Growth10.2948123.9807

FAQs

HSBC Small Cap Equity Fund - OLD Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Small Cap Equity Fund - OLD Growth is 2.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Small Cap Equity Fund - OLD Growth’s fund performance is as follows:
  • 1 Month : 0.94%
  • 6 Months : 12.22%
  • 1 Year : -10.08%
  • 3 Years : 23.81%
Returns of HSBC Small Cap Equity Fund - OLD Growth are updated daily based on NAV of ₹ 82.25 as on Nov 25,2022. Since inception, the return has been 89.81%.

You can invest in HSBC Small Cap Equity Fund - OLD Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Small Cap Equity Fund - OLD Growth is ₹300 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Small Cap Equity Fund - OLD Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500