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
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