HSBC Small Cap Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 12-05-2014 |
| Asset Class: |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 1.67% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 17,385.84 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 22% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
83.6847
-2.03 (-2.4311%)
22.02%
Benchmark: 16.86%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 9 Months
7 Years 2 Months
8 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.74 |
| Sharpe Ratio | 1.06 |
| Alpha | 4.42 |
| Beta | 0.77 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Small Cap Fund - Regular Growth | 12-05-2014 | 19.85 | 33.1 | 19.89 | 29.13 | 19.51 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 40.3 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 32.6 | 44.73 | 23.95 | - | - |
| LIC MF Small Cap Fund-Regular Plan-Growth | 15-06-2017 | 30.58 | 34.11 | 20.96 | 28.54 | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 27.73 | 37.18 | 22.3 | 29.64 | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 24.32 | 39.38 | 22.11 | - | - |
| Tata Small Cap Fund-Regular Plan-Growth | 02-11-2018 | 23.49 | 29.55 | 20.92 | 29.83 | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 22.38 | 33.03 | 18.63 | 34.26 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 21.05 | 28.75 | 17.25 | - | - |
| Kotak-Small Cap Fund - Growth | 24-02-2005 | 20.26 | 27.86 | 15.73 | 28.53 | 18.13 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
74.77%
Others
2.0%
Large Cap
1.97%
Mid Cap
21.26%
Scheme Documents
There are no scheme documents available
