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HSBC Small Cap Equity Fund

HSBC Small Cap Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

23.22

as on 03 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,717 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

  • ₹ 90.232

    as on 03 Dec 2021
  • Regular - Growth

  • 12 / 22

  • ₹ 5,000

  • ₹ 333 Cr.

    as on 03 Dec 2021
  • 2.5%

    since 31 May 2021
  • 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 ₹ 90.232 as on 03 Dec 2021.

This fund has 16 years of track record. Since 31 May 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 1.76% 14.00% 28.62% 91.64% 79.10% 35.83% 23.72% 25.73% 71.65% 96.74% 66.29% 31.17% 25.93%
Category Average -0.66% 7.72% 20.69% 67.81% 46.06% 26.64% 19.19% 20.65% 54.50% 64.76% 44.06% 24.81% 20.81%
HSBC Small Cap Equity Fund 1.16%₹ 10,115 10.32%₹ 11,031 26.80%₹ 12,679 69.11%₹ 16,911 59.78%₹ 15,593 44.65%₹ 20,945 64.67%₹ 42,033 23.22%₹ 18,717 42.72%₹ 65,304 16.86%₹ 21,808 23.03%₹ 1,06,228 18.94%₹ 56,791 19.28%₹ 3,31,347
Kotak Small Cap Fund 0.61%₹ 10,061 9.14%₹ 10,913 22.68%₹ 12,267 76.43%₹ 17,642 61.68%₹ 15,699 52.42%₹ 23,259 73.41%₹ 44,757 34.64%₹ 24,426 52.66%₹ 73,861 22.97%₹ 28,153 31.17%₹ 1,29,010 22.22%₹ 74,533 23.71%₹ 4,21,091
SBI Small Cap Fund -0.10%₹ 9,990 9.08%₹ 10,908 17.11%₹ 11,711 53.38%₹ 15,338 43.95%₹ 14,686 39.55%₹ 19,491 54.66%₹ 38,998 28.33%₹ 21,146 41.04%₹ 63,933 23.72%₹ 29,016 26.72%₹ 1,16,080 - -
Axis Small Cap Fund 1.09%₹ 10,108 7.14%₹ 10,713 21.82%₹ 12,182 59.15%₹ 15,915 52.32%₹ 15,168 39.56%₹ 19,494 55.69%₹ 39,309 32.27%₹ 23,157 42.68%₹ 65,271 23.18%₹ 28,395 28.74%₹ 1,21,791 - -
Nippon India Small Cap Fund 0.89%₹ 10,088 6.91%₹ 10,690 21.77%₹ 12,176 74.66%₹ 17,465 58.53%₹ 15,522 47.91%₹ 21,899 68.18%₹ 43,118 28.14%₹ 21,052 47.30%₹ 69,165 23.27%₹ 28,501 28.20%₹ 1,20,242 25.73%₹ 98,980 25.93%₹ 4,75,028
Quant Small Cap Fund -3.37%₹ 9,663 7.65%₹ 10,764 20.98%₹ 12,097 91.64%₹ 19,163 69.34%₹ 16,127 79.10%₹ 32,127 96.74%₹ 52,337 35.83%₹ 25,083 66.29%₹ 86,745 - - - -

Portfolio Holdings

Portfolio holdings pattern of HSBC Small Cap Equity Fund as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    98.94%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.06%

Top Sector Holdings of HSBC Small Cap Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 11.72% ₹ 39.34 Cr.
Chemicals - Speciality 9.25% ₹ 31.01 Cr.
Cables - Electricals 6.04% ₹ 20.22 Cr.
Cement 5.94% ₹ 19.92 Cr.
Pharmaceuticals 5.62% ₹ 18.84 Cr.
Others 61.43% -

Top Stock Holdings of HSBC Small Cap Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Dixon Technologies (India) Ltd. 4.17% ₹ 13.98 Cr.
Radico Khaitan Ltd. 4.01% ₹ 13.43 Cr.
Somany Ceramics Ltd. 3.88% ₹ 13.00 Cr.
Mastek Ltd. 3.70% ₹ 12.41 Cr.
Arvind Ltd. 3.53% ₹ 11.82 Cr.
Others 80.71% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 1.00%
TREPS 0.39%
Net Receivables -0.33%