3 Year return
31.23%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹14619.42 Cr.
Expense Ratio
0.68% (inclusive of GST)
Exit Load
If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
HSBC Mutual Fund Managers
VM
Venugopal Manghat
Fund Manager since Dec 2019
Fund House Details
HSBC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Small Cap Fund IDCW Direct Plan Payout |
35.65% |
0 |
Nippon India Small Cap Fund Direct Plan IDCW Payout |
33.93% |
4 |
Bank of India Small Cap Fund Direct Plan IDCW Payout |
27.28% |
2.5 |
Schemes by HSBC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Growth
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
About HSBC Small Cap Fund Direct Growth
Discover the HSBC Small Cap Fund Direct Growth, an open-ended equity scheme introduced by HSBC Mutual Fund. With a focus on small-cap stocks, this fund employs a strategic combination of top-down and bottom-up approaches to navigate the world of equity and equity-related instruments. Leveraging a diverse set of quantitative and qualitative filters, it carefully selects an investable universe of stocks. Each stock idea undergoes a comprehensive evaluation process, considering essential factors such as environmental, social, and governance aspects, along with valuation metrics.
Investment Objective of the Scheme
The investment objective of HSBC Small Cap Fund Direct Growth is to achieve long-term capital growth through an actively managed portfolio primarily consisting of equity and equity-related securities of small-cap companies. However, if the fund manager holds a negative view of the Indian equity markets, the fund may allocate a portion of its assets towards fixed income securities.
Key Features of The Fund
5-year return | 27.03% |
Expense Ratio | 0.68% |
Fund Manager | Venugopal Manghat |
Fund Size | ₹14619.42 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The HSBC Small Cap Fund Direct Growth is suitable for investors aspiring long-term capital appreciation and willing to take on a higher level of risk. Since the primary focus is on emerging companies with potential for significant growth, investors with a long investment horizon, ideally more than 6 years, may benefit from the fund's growth prospects. However, due to the inherent higher risk associated with small-cap stocks, it is essential for investors to carefully evaluate their risk tolerance and investment objectives before considering this scheme.
AMC Contact Details
Name | HSBC Mutual Fund |
Launch Date | May 2002 |
Addresss | HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063. |
Contact | 1800-200-2434 / 1800 4190 200 |
investor.line@mutualfunds.hsbc.co.in | |
Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Choose the SIP Amount That Suits You the Best
FAQs
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What is the minimum SIP amount to invest in HSBC Small Cap Fund?
How do I invest in HSBC Small Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in HSBC Small Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in HSBC Small Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in HSBC Small Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.