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Hsbc Small Cap Equity Fund - Idcw Payout

Equity | Small Cap

(NAV as of 25/11/2022)
30.14 (0.53)

3Y Returns

9.21%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

2.5%

Fund Size

300 Cr

Inception Date

19-May-05

Fund Manager

Ankur Arora

Exit Load

1% on or before 1Y, Nil after 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

96.81%

Debt & Others

3.19%

Market Cap Allocation

Large Cap

2.21%

Mid Cap

23.61%

Small Cap

71.09%

Other Cap

3.09%

Sector Allocation

Industrial Products

12.64%

Chemicals

10.22%

Consumer Durables

9.64%

Pharmaceuticals

6.21%

Internet and Technology

6.17%

Top Ten Holdings

Treps

5.41%

KEI Industries Limited

4.30%

Radico Khaitan Limited

4.16%

APL Apollo Tubes Limited

3.95%

J.B. Chemicals & Pharmaceuticals Limited

3.94%

Investment 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 House Detail

AMC Name

HSBC Global Asset Management (India) Private Limited

Address

16, V N Road,Fort,Mumbai - 400 001

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