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: 1.69% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 15,453.03 Cr As on 31-01-2025(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. |
71.0
1.44 (2.0335%)
19.93%
Benchmark: 15.78%
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 | 16.7 |
| Sharpe Ratio | 0.73 |
| Alpha | 2.66 |
| Beta | 0.82 |
| 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 | -2.07 | 21.6 | 17.45 | 25.03 | 17.23 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 15.36 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 10.79 | 37.74 | 23.37 | - | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 7.68 | 28.61 | 20.69 | 24.0 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 5.37 | 20.94 | 14.79 | - | - |
| LIC MF Small Cap Fund-Regular Plan-Growth | 15-06-2017 | 4.53 | 23.17 | 16.62 | 23.41 | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 3.31 | 20.35 | 15.51 | 21.37 | 16.86 |
| Tata Small Cap Fund-Regular Plan-Growth | 02-11-2018 | 3.17 | 22.21 | 18.75 | 25.83 | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 3.12 | 23.77 | 16.35 | 27.01 | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 2.99 | 30.24 | 20.23 | 19.3 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
72.67%
Others
3.72%
Large Cap
2.6%
Mid Cap
21.01%
