HSBC Small Cap Equity Fund Growth - Regular - Latest NAV [ ₹81.2698 ], Returns, Performance, Portfolio & Returns 2021

HSBC Small Cap Equity Fund Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years14.8%
5 Years13.24%
3 Years16.3%
1 Year97.64%
6 Months42.14%
Fund Details
RiskVery High Risk
Fund TypeSmall-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Dixon Technologies (India) Ltd4.48%
Amber Enterprises India Ltd Ordinary Shares3.9%
Mastek Ltd3.84%
Laurus Labs Ltd3.83%
J.B. Chemicals & Pharmaceuticals Ltd3.69%
APL Apollo Tubes Ltd3.31%
Birla Corp Ltd3.19%
Radico Khaitan Ltd Shs Dematerialised3.1%
V-Mart Retail Ltd3.07%
Navin Fluorine International Ltd3.07%

About HSBC Small Cap Equity Fund

HSBC Small Cap Equity Fund is an open-ended scheme which invests in equities and equities related securities of Small cap companies. The fund strives to create wealth over long-term by actively managing the fund. The fund will invest in sustainable companies with better valuation and good capital efficiency.

Pros & Cons of HSBC Small Cap Equity Fund

HSBC Small Cap Equity Fund offers the following benefits:

  1. Investment in small cap segments open up the possibility of generating higher returns.

  2. The scheme may invest in fixed income instruments during a negative market cycle.

  3. The fund returns are lower than the average category returns.

Fund Information and Statistics of HSBC Small Cap Equity Fund

i) Inception/ Launch date

HSBC Small Cap Equity Fund was launched on May 19, 2005, by HSBC Global Asset Management.

ii) Risk level

Investment in the HSBC Small Cap Equity Fund are at moderately high-risk and suitable for investors with above-average risk appetite.

iii) Redemption

Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 3 business days.

iv) Fund Manager

The fund is managed by Mr Neelotpal Sahai since 2018. He is B. Tech & PGDM and has worked with IDFC investments prior to joining HSBC.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed after one year from the date of allotment. However, 1% exit load is charged if redeemed before one year.

Tax benefits of investing in HSBC Small Cap Equity Fund

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gains, in excess of Rs 1 Lakh, will be taxed at 10% without indexation if redeemed after one year.

About HSBC Global Asset Management

HSBC Global Asset Management was formed in 1973 and the company has been working in many countries ever since. The fund house employs environmental, social, and governance (ESG) factors to generate sustainable long-term returns. It believes in responsible investing to avoid taking excessive risks.

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Frequently Asked Questions

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Start your investment

Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns