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
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (99.19%)
Debt & Cash (0.81%)
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
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Dixon Technologies (India) Ltd
CONSUMER DURABLES
Equity
4.48%
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
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.10% | 101.85% | |
| Direct | 1.10% | 101.85% | |
| Regular | 2.52% | 99.04% | |
| Regular | 2.52% | 99.04% |
Peer Funds
HSBC Small Cap Equity Fund Direct Growth
NAV
₹70.5555
INDmoney Analysis
Return Score
Average
Risk Score
Below Average
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
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
leader
Work Experience
"null"
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