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(%) | 17.76 | 14.36 | 18.05 | 15.81 |
| Average Rolling Returns(%) | 24.22 | 20.41 | 18.84 | 19.19 |
The Current NAV of HSBC Small Cap Fund - Growth - Direct Plan is ₹103.24.
You can consider SIP in HSBC Small Cap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time 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 0.56%
The process for redemption is
The AUM of HSBC Small Cap Fund - Growth - Direct Plan is currently ₹19,076 Crores.
The Top three stocks are Apar Industries, Ather Energy and Karur Vysya Bank and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 11% and 20% of fund’s portfolio respectively.
Top three sectors of HSBC Small Cap Fund - Growth - Direct Plan fund are BFSI, Capital Goods and Healthcare accounting for 49% 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 manages the HSBC Small Cap Fund - Growth - Direct Plan Fund.
HSBC Small Cap Fund - Growth - Direct Plan current PE ratio is 56.16 and PB ratio is 8.30
The asset allocation of HSBC Small Cap Fund - Growth - Direct Plan is Stocks : 98.99%, Debt : 1.07% 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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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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