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: 1.7% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 14,493.32 Cr As on 31-03-2025(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. |
75.9538
0.35 (0.465%)
20.33%
Benchmark: 16.12%
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 | 18.5 |
| Sharpe Ratio | 0.56 |
| Alpha | 1.08 |
| Beta | 0.86 |
| 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 | 3.26 | 24.76 | 18.38 | 35.71 | 18.08 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 16.91 | 43.11 | 25.99 | 36.14 | - |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 16.41 | - | - | - | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 14.4 | 34.33 | 22.79 | 34.08 | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 11.81 | 25.76 | 17.6 | 30.4 | 17.82 |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 11.41 | 25.7 | 15.61 | - | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 9.57 | 35.72 | 24.15 | 29.65 | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 8.4 | 29.51 | 19.21 | 35.06 | - |
| Tata Small Cap Fund-Regular Plan-Growth | 02-11-2018 | 8.18 | 25.73 | 20.98 | 35.19 | - |
| LIC MF Small Cap Fund-Regular Plan-Growth | 15-06-2017 | 8.08 | 26.67 | 17.53 | 32.31 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
72.23%
Others
6.29%
Large Cap
2.17%
Mid Cap
19.31%
