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(%) | 48.63 | 33.41 | 23.99 | 20.19 |
Average Rolling Returns(%) | 26.37 | 20.89 | 15.56 | 20.76 |
The Current NAV of HSBC Small Cap Fund - Growth - Direct Plan is ₹81.93.
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 100 returns, as Funds portfolio is significantly different.
HSBC Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.70%
The process for redemption is
The AUM of HSBC Small Cap Fund - Growth - Direct Plan is currently ₹13,401 Crores.
The Top three stocks are Apar Inds, EIH and Brigade Enterprises and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 24% 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 Vihang Naik manage the HSBC Small Cap Fund - Growth - Direct Plan Fund.
HSBC Small Cap Fund - Growth - Direct Plan current PE ratio is 45.85 and PB ratio is 7.70
The asset allocation of HSBC Small Cap Fund - Growth - Direct Plan is Stocks : 97.41%, Debt : 2.64% 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