HSBC Small Cap Fund Fund Direct Growth is an equity fund. This fund was started on 12 May, 2014. The fund is managed by Vihang Naik, Venugopal Manghat. 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 Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.64% | 6.64% |
6 Month Returns | 16.54% | 16.54% |
1 Year Returns | 50.9% | 50.9% |
3 Years Returns | 143.86% | 34.6% |
5 Years Returns | 213.47% | 25.67% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HSBC Small Cap Fund Fund Direct Growth | -2.93 | 7.94 | 2.94 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HSBC Small Cap Fund Fund Direct Growth | 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 Growth | 2.59 | 1.68 | 0.85 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HSBC Small Cap Fund Fund Direct Growth | 13.25 | 14.84 | 22.83 |