swaraj_finpro

HSBC Small Cap Fund - Regular Growth

Fund House:
HSBC Mutual Fund
Category:
Equity: Small Cap
Status:
Open Ended Schemes
Launch Date:
12-05-2014
ISIN Number:
INF917K01QC7
Minimum Investment:
5000
Minimum SIP:
1000
Total Assets: (29-11-2024):
17237.57
Nav (20-12-2024)
89.2118
CAGR Since Inception:
22.89
Benchmark:
NIFTY Smallcap 250 TRI
Expense Ratio (30-11-2024)::
1.68 %
Risko-Meter:
Very High
Exit Load:
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
HSBC Small Cap Fund - Regular Growth 32.76 36.26 27.27 31.77 20.78
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 49.08 46.96 30.65 0 0
LIC MF Small Cap Fund-Regular Plan-Growth 43.33 33.87 26.34 30.59 0
Invesco India Smallcap Fund - Regular Plan - Growth 41.55 39.42 28.25 32.46 0
ITI Small Cap Fund - Regular Plan - Growth Option 39.67 41.47 26.03 0 0
Tata Small Cap Fund-Regular Plan-Growth 36.64 32.04 26.69 32.45 0
BANK OF INDIA Small Cap Fund Regular Plan Growth 34.8 35.23 25.09 37.18 0
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 34.07 41.51 0 0 0
Nippon India Small Cap Fund - Growth Plan - Growth Option 31.1 35.89 29.29 35.8 22.32
UTI Small Cap Fund - Regular Plan - Growth Option 30.46 29.76 21.91 0 0
Fund Manager
Venugopal Manghat, Cheenu Gupta, Sonal Gupta:
Scheme Objective
The Scheme will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On HSBC Small Cap Fund - Regular Growth NIFTY 50 TRI Equity: Small Cap
CAGR since inception 22.89% 13.95% 22.29%
1 Year 32.76% 12.84% 30.38%
3 Year 27.27% 13.73% 24.11%
5 Year 31.77% 15.28% 31.56%
10 Year 20.78% 12.46% 18.44%
Nav / Index Value as on2024-12-22 17,237.57% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -0.09
Cash & Cash Equivalents 2.09
Equity 98
Company Holding
NEULAND LABORATORIES LIMITED 2.84
APAR INDUSTRIES LIMITED 2.67
CENTURY TEXTILES AND INDUSTRIES LIMITED 2.57
KIRLOSKAR PNEUMATIC COMPANY LTD. 2.51
BSE LIMITED 2.4
DIXON TECHNOLOGIES (INDIA) LIMITED 2.19
TECHNO ELECTRIC & ENGINEERING COMPANY LIMITED 2.11
NCC LIMITED 2.03
TRENT LIMITED 1.97
BRIGADE ENTERPRISES LIMITED 1.89
FAQ's of HSBC Small Cap Fund - Regular Growth
How do I use the SIP Calculator to calculate HSBC Mutual Fund ?

To calculate the HSBC Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
You can also search for.
HSBC Small Cap Fund - Regular Growth plan
HSBC Small Cap Fund - Regular Growth nav
HSBC Small Cap Fund - Regular Growth equity fund
HSBC Small Cap Fund - Regular Growth schemes
HSBC Small Cap Fund - Regular Growth returns
HSBC Small Cap Fund - Regular Growth statement
HSBC Small Cap Fund - Regular Growth