FAQ : HSBC Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 50.15 33.81 24.67 19.39
Average Rolling Returns(%) 24.88 19.54 14.25 19.68

The Current NAV of HSBC Small Cap Fund - Regular Plan - Growth is ₹69.55.

You can consider SIP in HSBC Small Cap Fund - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is 1.72%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HSBC Small Cap Fund - Regular Plan - Growth is currently ₹13,747 Crores.

The Top three stocks are Apar Inds, Sonata Software 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 - Regular Plan - Growth fund are Construction & Infrastructure, Capital Goods and IT 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 - Regular Plan - Growth Fund is Equity - Small cap Fund.

Venugopal Manghat and Cheenu Gupta manage the HSBC Small Cap Fund - Regular Plan - Growth Fund.

HSBC Small Cap Fund - Regular Plan - Growth current PE ratio is 46.63 and PB ratio is 7.77

The asset allocation of HSBC Small Cap Fund - Regular Plan - Growth is Stocks : 97.78%, Debt : 2.18% and Gold : 0%

The minimum SIP amount for HSBC Small Cap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for HSBC Small Cap Fund - Regular Plan - Growth 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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