HSBC Small Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Small Cap Growth Direct Plan

NAV
₹92.4003
+1.14%
(19 Nov)
AUM
17,306 Cr
TER
0.68%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+52.6%
+37.8%
+37.4%
+29.5%
+29.1%
+28.3%
3Y
+27.5%
+26.4%
+24.9%
+20.8%
+24.4%
+23.7%
5Y
NA
+46.5%
+32.4%
+30.9%
+31.4%
+29.6%
ALL
+39.4%
+19.4%
+27.8%
+16.4%
+23.5%
+22.6%
VOL
17.1%
15.2%
18.0%
-
17.0%
15.6%
TER
0.4%
0.6%
0.4%
-
0.7%
0.9%
AUM
₹8,716 Cr
₹26,331 Cr
₹5,353 Cr
-
₹17,306 Cr
₹13,944 Cr
INFO
2.30
1.28
1.54
-
1.39
1.44
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Apar Industries Ltd
3.5%
Treps
3.1%
Techno Electric & Engineering Co Ltd
2.6%
NCC Ltd
2.4%
KPIT Technologies Ltd
2.4%
Sonata Software Ltd
2.4%
Brigade Enterprises Ltd
2.3%
Century Textiles & Industries Ltd
2.2%
KEI Industries Ltd
2.1%
Trent Ltd
2.0%
Top industry exposure
Industrials
33.3%
Consumer Cyclical
15.6%
Basic Materials
13.7%
Financial Services
11.2%
Technology
8.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Venugopal Manghat
Cheenu Gupta
Sonal Gupta

FAQs