HSBC Small Cap Fund - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research Get the latest information and complete track record of HSBC Small Cap Fund schemes, returns, latest NAV and ratings from independent mutual fund research house.

HSBC Small Cap Fund

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Riskometer

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Very High

Value Research Rating

3 star

₹61.2956 -0.09%

As on 22-Sep-2023

Returns

This fund's returns are currently better than the category average.

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More

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Calculate SIP Returns of HSBC Small Cap Fund

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of HSBC Small Cap Fund

This fund's portfolio is largely conservative

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

This fund compares better than its peers in most aspects.

Other details of HSBC Small Cap Fund

Assets info

₹11,549 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

1,000

Min. No of Cheques

6

FAQ for HSBC Small Cap Fund

HSBC Small Cap Fund is mandated to invest at least 65 per cent of its assets in small-cap stocks at all times.

Mutual funds can be bought directly from the website of the fund house. For instance, HSBC Small Cap Fund fund can be purchased from the website of HSBC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of HSBC Small Cap Fund is ₹61.2956 as of 23-Sep-2023.

The AUM of HSBC Small Cap Fund Fund is ₹11,549 Cr as of 31-Aug-2023

The riskometer level of HSBC Small Cap Fund is Very High. See More

As of 31-Aug-2023, HSBC Small Cap Fund had invested 98.75% in Equity and 1.25% in Cash & Cash Eq. See More

HSBC Small Cap Fund is 9 years 4 months old. It has delivered 20.54% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
27.35%
41.21%
18.88%
17.81%
--
20.54%

The minimum SIP amount of HSBC Small Cap Fund is ₹1,000.

No, There is no lock in period in HSBC Small Cap Fund.

The expense ratio of HSBC Small Cap Fund is 1.73%.

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