Overview (as on 09 Apr 2021)

NAV

₹70.5555

1y returns

101.885%

Fund AUM

₹331 Cr

Expense Ratio

1.1%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Basic Materials
24.16%
Industrials
22.11%
Tech
18.14%
Financial Services
9.14%
Health
8.74%
Defensive
5.57%
Real Estate
5.08%
Consumer
4.25%
Communication
2.82%
Size Breakup
Mid Cap
55.27%
Small Cap
40.84%
Large Cap
3.88%

Key Metrics

Beta 

1.1

Std deviation 

25.74%

Sharpe Ratio 

0.1

Holdings

Fund Details

Investment Objectives
"To generate long term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies. However, it could move a portion of its assets towards fixed income securities if the fund manager becomes negative on the Indian equity markets. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved."
Scheme Name
HSBC Small Cap Equity Fund Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Neelotpal Sahai
Fund House Details
Fund House
HSBC Asset Management(India)Private Ltd
Email
NA
Phone
+912240029600
Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort

Other Related Plans

Peer Funds

HSBC Small Cap Equity Fund Direct Growth

NAV

₹70.5555

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Neelotpal Sahai
Neelotpal Sahai

leader

Qualifications
B.Tech from ITBHU Varanasi PGDM from IIM Calcutta
Work Experience
"He was previously designated as Director Equity in IDFC Investment Advisors wherein he was Managing Equity Portfolios (PMS) and Generating stock ideas In his previous assignment in Motilal Oswal Securities Ltd he was designated as Senior research analyst before which in Infosys Technologies Ltd. he was designated as Senior Project Manager He has an overall experience of seventeen years."
Ankur Arora
Ankur Arora

leader

Work Experience
"null"

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