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HSBC Small Cap Equity Fund

HSBC Small Cap Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.42

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,386 today.

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NAV Performance

HSBC Small Cap Equity Fund performance graph for last 3 years
Performance of HSBC Small Cap Equity Fund for last 3 Years

Fund Information

  • ₹ 79.660

    as on 12 Aug 2022
  • Regular - Growth

  • 11 / 22

  • ₹ 5,000

  • ₹ 341 Cr.

    as on 31 Dec 2021
  • 2.5%

  • 19 May 2005

  • Equity - Small Cap Fund

  • Nifty 50

  • HSBC Mutual Fund

    Show All Funds
  • HSBC Small Cap Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

HSBC Small Cap Equity Fund is an Open-ended Equity Fund. The fund belongs to Small Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 19 May 2005. This fund is offered by one of the top AMC (Assets Management Company) HSBC Mutual Fund. You can also view here all other Equity funds offered by HSBC Mutual Fund.

Latest NAV of the fund is ₹ 79.660 as on 12 Aug 2022.

This fund has 17 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.5%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate long term capital growth from an actively managed portfolio of equity and equity related securities primarily being mid cap stocks.

List of Fund Managers of HSBC Small Cap Equity Fund

  • About Ankur Arora

    Picture of Ankur AroraMr. Arora is a B.Com (H) from Guru Nanak Dev University and PGDM in Management from IIM Prior to joining HSBC Mutual Fund he has worked with IDFC AMC, ING investments Management (India) Pvt. Ltd., Macquarie Capital Securities, Evalueserve Pvt. Ltd. and UTI Asset Management Co. Pvt Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 10.43% 15.88% 25.76% 73.08% 54.78% 48.25% 20.29% 24.61% 15.82% 36.23% 50.58% 26.20% 23.83%
Category Average 7.56% 12.44% 1.23% 11.64% 44.36% 30.94% 14.46% 19.21% 5.81% 26.74% 34.61% 21.25% 18.09%
HSBC Small Cap Equity Fund 8.06%₹ 10,806 7.74%₹ 10,773 -8.90%₹ 9,110 -1.02%₹ 9,898 -8.57%₹ 11,438 37.16%₹ 18,812 16.55%₹ 28,252 22.42%₹ 18,386 25.38%₹ 51,986 9.76%₹ 15,934 15.34%₹ 88,064 16.13%₹ 44,673 14.91%₹ 2,61,831
Kotak Small Cap Fund 7.24%₹ 10,723 10.09%₹ 11,008 -0.08%₹ 9,991 9.99%₹ 10,999 4.53%₹ 12,291 50.38%₹ 22,615 28.93%₹ 31,594 35.73%₹ 25,088 37.84%₹ 61,320 18.19%₹ 23,084 26.20%₹ 1,14,614 20.65%₹ 65,488 20.97%₹ 3,62,999
Nippon India Small Cap Fund 7.65%₹ 10,765 14.40%₹ 11,440 2.54%₹ 10,254 13.63%₹ 11,362 10.83%₹ 12,690 49.80%₹ 22,440 33.24%₹ 32,790 34.61%₹ 24,470 39.40%₹ 62,564 18.78%₹ 23,665 25.60%₹ 1,12,971 24.61%₹ 90,465 23.83%₹ 4,23,790
Axis Small Cap Fund 8.05%₹ 10,804 12.14%₹ 11,213 1.89%₹ 10,189 12.46%₹ 11,246 9.41%₹ 12,601 42.47%₹ 20,298 27.49%₹ 31,199 29.74%₹ 21,899 31.68%₹ 56,581 20.29%₹ 25,207 24.96%₹ 1,11,256 - -
Quant Small Cap Fund 7.22%₹ 10,721 11.20%₹ 11,120 -6.98%₹ 9,302 3.47%₹ 10,347 -0.68%₹ 11,956 52.75%₹ 23,332 31.34%₹ 32,258 48.25%₹ 32,720 50.58%₹ 71,959 - - - -
HDFC Small Cap Fund 7.22%₹ 10,722 13.59%₹ 11,359 -1.18%₹ 9,881 5.18%₹ 10,517 4.04%₹ 12,260 42.50%₹ 20,305 25.61%₹ 30,684 23.87%₹ 19,052 31.15%₹ 56,183 15.20%₹ 20,302 19.32%₹ 97,078 - -

Portfolio Holdings

Portfolio holdings pattern of HSBC Small Cap Equity Fund as on 13 Aug 2022 are listed below:

  • Equity Holdings:

    98.70%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.30%

Top Sector Holdings of HSBC Small Cap Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 15.51% ₹ 54.60 Cr.
Chemicals - Speciality 9.73% ₹ 34.22 Cr.
Cables - Electricals 6.47% ₹ 22.78 Cr.
Pharmaceuticals 5.63% ₹ 19.84 Cr.
Cement 5.29% ₹ 18.62 Cr.
Others 57.37% -

Top Stock Holdings of HSBC Small Cap Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Dixon Technologies (India) Ltd. 4.38% ₹ 15.43 Cr.
Radico Khaitan Ltd. 4.22% ₹ 14.83 Cr.
Carborundum Universal Ltd. 3.91% ₹ 13.74 Cr.
Mastek Ltd. 3.86% ₹ 13.59 Cr.
APL Apollo Tubes Ltd. 3.69% ₹ 13.00 Cr.
Others 79.94% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 1.10%
TREPS 0.54%
Net Receivables -0.34%