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Value Research Rating
As on 22-Sep-2023
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
As per SEBI's Riskometer.
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
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
HSBC Small Cap Fund
|
|
|
Very High
|
Please wait... |
1.73 |
|
 |
|
Very High
|
Please wait... |
1.55 |
||
 |
|
Very High
|
Please wait... |
1.67 |
||
|
|
Very High
|
Please wait... |
1.68 |
||
|
|
Very High
|
Please wait... |
1.78 |
1 min read•By News Desk
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
| Company | Percentage of Portfolio |
|---|---|
|
3.28
|
|
|
3.27
|
|
|
2.56
|
|
|
2.50
|
|
|
2.31
|
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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