HSBC Small Cap Fund Fund Direct Payout of Income Dis cum Cap wdrl is an equity fund. This fund was started on 12 May, 2014. The fund is managed by Venugopal Manghat, Vihang Naik. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.7% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹13401 Cr |
Inception Date | 12 May, 2014 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 15.09% |
Size breakup
HSBC Small Cap Fund Fund Direct Payout of Income Dis cum Cap wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 8.52% | 8.52% |
6 Month Returns | 15.03% | 15.03% |
1 Year Returns | 49.23% | 49.23% |
3 Years Returns | 139.1% | 33.72% |
5 Years Returns | 201.07% | 24.66% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HSBC Small Cap Fund Fund Direct Payout of Income Dis cum Cap wdrl | -3.4 | 7.57 | 2.53 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HSBC Small Cap Fund Fund Direct Payout of Income Dis cum Cap wdrl | 0.83 | 0.79 | 0.87 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HSBC Small Cap Fund Fund Direct Payout of Income Dis cum Cap wdrl | 2.55 | 1.65 | 0.83 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HSBC Small Cap Fund Fund Direct Payout of Income Dis cum Cap wdrl | 13.23 | 14.84 | 22.83 |