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HSBC Small Cap Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.68 | 54.69 | 1.46 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.24 | 53.15 | 1.40 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty Smallcap 250 - TRI |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Small Cap Fund(IDCW) | 21.31% | 17.71% | 17.42% |
| Nippon India Small Cap Fund(IDCW) | 18.77% | 20.71% | 21.70% |
| HDFC Small Cap Fund(IDCW-Reinv) | 14.86% | 15.78% | 14.07% |
| SBI Small Cap Fund(IDCW-Payout) | 26.83% | 21.35% | 21.94% |
Price Comparison
Compare HSBC Small Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Neuland Laboratories Ltd3M change : 0.63 %
Holdings
2.84 %
0.63 % - Apar Industries Ltd3M change : -0.33 %
Holdings
2.67 %
-0.33 % - Aditya Birla Real Estate Ltd3M change : 0.31 %
Holdings
2.57 %
0.31 %
AMC Profile
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,980.30 Cr.
Fund Manager Profile
Venugopal Manghat
AUM: ₹55,692.19 Cr.
|
Exp: 18yrs
Cheenu Gupta
AUM: ₹43,462.74 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%