Equity | Small Cap
3Y Returns
-2.38%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
1.09%
Fund Size
₹300 Cr
Inception Date
01-Jan-13
Fund Manager
Ankur Arora
Exit Load
1% on or before 1Y, Nil after 1Y.
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
94.85%
Debt & Others
5.15%
Market Cap Allocation
Large Cap
1.54%
Mid Cap
23.11%
Small Cap
70.20%
Other Cap
5.15%
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
Hsbc Small Cap Equity Fund - Growth Direct Plan
1Y
NA
3Y
-2.38%
5Y
14.79%
Bandhan Emerging Businesses Fund Direct Plan-Growth
1Y
55.48%
3Y
30.98%
5Y
NA
Nippon India Small Cap Fund Direct Plan Growth Plan Growth
1Y
34.81%
3Y
29.57%
5Y
37.06%
Quant Small Cap Fund Direct Plan - Growth
1Y
38.01%
3Y
29.41%
5Y
48.08%
Tata Small Cap Fund Direct Plan Growth
1Y
39.86%
3Y
27.66%
5Y
34.62%
Invesco India Small Cap Fund - Direct Growth
1Y
40.75%
3Y
27.27%
5Y
33.88%
Iti Small Cap Fund Direct Plan Growth
1Y
44.1%
3Y
27.03%
5Y
NA
Franklin India Smaller Companies Fund - Direct Growth
1Y
30.25%
3Y
26.81%
5Y
30.87%
Bank Of India Small Cap Fund-Direct Plan-Growth
1Y
34.71%
3Y
25.92%
5Y
39.52%
Hdfc Small Cap Fund - Direct Plan - Growth Option
1Y
26.89%
3Y
25.38%
5Y
30.81%
Edelweiss Small Cap Fund - Direct Plan - Growth
1Y
32.78%
3Y
25.27%
5Y
35.23%
Canara Robeco Small Cap Fund Direct Growth
1Y
30.48%
3Y
23.42%
5Y
36.04%
Dsp Small Cap Fund - Direct Plan - Growth
1Y
28.18%
3Y
23.36%
5Y
32.04%
Icici Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth
1Y
32.71%
3Y
23.32%
5Y
NA
Uti Small Cap Fund - Direct Growth Plan
1Y
32.02%
3Y
22.3%
5Y
NA
Union Small Cap Fund Direct Plan-Growth
1Y
24.32%
3Y
22.29%
5Y
31.11%
Sundaram Small Cap Fund Direct Growth
1Y
25.87%
3Y
22.22%
5Y
29.63%
Axis Small Cap Fund - Direct Plan Growth
1Y
28.75%
3Y
22.14%
5Y
29.65%
Icici Prudential Smallcap Fund - Direct Plan - Growth
1Y
24.09%
3Y
21.37%
5Y
30.09%
Sbi Small Cap Fund - Direct Plan - Growth
1Y
29.1%
3Y
20.84%
5Y
28.52%
Kotak Small Cap Fund - Direct Plan - Growth
1Y
32.62%
3Y
19.94%
5Y
32.75%
Aditya Birla Sun Life Small Cap Fund Growth-Direct Plan
1Y
27.7%
3Y
19.09%
5Y
25.57%
Pgim India Small Cap Fund Direct Plan - Growth
1Y
26.01%
3Y
15.72%
5Y
NA
Lic Small Cap Fund - Direct Plan - Growth
1Y
NA
3Y
6.88%
5Y
19.45%
Hsbc Small Cap Fund Direct Growth
1Y
NA
3Y
2.79%
5Y
16.67%
Quantum Small Cap Fund - Direct Plan Growth
1Y
23.14%
3Y
NA
5Y
NA
Mahindra Manulife Small Cap Fund - Direct - Growth
1Y
38.16%
3Y
NA
5Y
NA
Baroda Bnp Paribas Small Cap Fund - Direct Plan - Growth Option
1Y
29.71%
3Y
NA
5Y
NA
Motilal Oswal Small Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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