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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 -1.92% and a category best of 12.01%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.94 | -1.92 | 12.01 |
| 6M | 12.22 | 0.64 | 27.35 |
| 1Y | -10.08 | 4.82 | 77.31 |
| 3Y | 23.81 | 15.28 | 116.33 |
Portfolio Analysis
- Equity: 94.83%
- Debt: 5.17%
- Others
As on: 2022-10-31
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundInvesco India Smallcap Fund Growth | 5 | 9716.4 CR | 1.7 |
| This FundITI Small Cap Fund Growth | 4 | 2712.5 CR | 1.86 |
| This FundHSBC Small Cap Equity Fund - OLD Growth | 2 | 300.29 CR | 2.5 |
| This FundBandhan Small Cap Fund Growth | 5 | 20474.12 CR | 1.62 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India Smallcap Fund Growth | 3.6314 | 77.9405 |
| This FundITI Small Cap Fund Growth | 1.6287 | 80.2893 |
| This FundHSBC Small Cap Equity Fund - OLD Growth | -9.6963 | 90.5929 |
| This FundBandhan Small Cap Fund Growth | 3.5245 | 107.7448 |
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%
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