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HSBC Small Cap Equity Fund - Growth

(Erstwhile HSBC Midcap Equity Fund - Growth)

Category: Equity: Small Cap
Launch Date: 19-05-2005
Asset Class: Equity
Benchmark: S&P BSE 250 SmallCap TRI
Expense Ratio: 2.26% As on (31-07-2018)
Status: Open Ended Schemes(Equity Scheme - Small Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 583.67 Cr As on (31-07-2018)
Turn over: 52%
NAV as on 16-08-2018

54.1105

-0.4 (-0.7322%)

CAGR Since Inception

13.59%

S&P BSE 250 SmallCap TRI 9.44%

PERFORMANCE of HSBC Small Cap Equity Fund - Growth

Scheme Performance (%)

Data as on - 16-08-2018

Yearly Performance (%)

Fund Managers

Mr. Dhiraj Sachdev

Mr. Sachdev is a B. Com (H), ACA, Grad CWA and holds a Diploma in Foreign Trade Management. Prior to joining HSBC AMC he has worked with Ask Raymond James Securities, HDFC Bank, DSQ Software, Probity Research and Services and Ford Brothers Capital Service.

Investment Objective

The scheme seeks to invest in midcap companies. The midcap companies would be defined as the ones whose market capitalisation is Rs 75 crores or more but does not exceed the market capitalisation of the largest constituent of BSE Midcap Index.

RETURNS CALCULATOR for HSBC Small Cap Equity Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Small Cap Equity Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Small Cap Equity Fund - Growth 18.89 0.91 -6.15 1.2 - -
Equity: Small Cap - - - - - -

PEER COMPARISION of HSBC Small Cap Equity Fund - Growth

Period
Data as on - 16-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Small Cap Equity Fund - Growth 19-05-2005 4.33 11.18 9.6 31.04 11.56
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 20.7 23.01 17.93 25.37 16.92
SBI Small Cap Fund - Regular Plan - Growth 05-09-2009 19.45 25.97 19.29 36.52 0.0
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 13.28 24.47 18.22 37.48 0.0
L&T Emerging Businesses Fund - Regular Plan - Growth 05-05-2014 9.8 24.55 20.53 0.0 0.0
Franklin India Smaller Companies Fund-Growth 13-01-2006 5.58 12.38 13.22 30.1 19.32
Union Small Cap Fund - Regular Plan - Growth Option 10-06-2014 4.95 8.26 6.26 0.0 0.0
Aditya Birla Sun Life Small Cap Fund - GROWTH 31-05-2007 3.51 13.69 14.74 27.94 16.81
IDBI Small Cap Fund - Dividend Regular 15-06-2017 3.28 0.0 0.0 0.0 0.0
IDBI Small Cap Fund Growth Regular 15-06-2017 3.28 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of HSBC Small Cap Equity Fund - Growth

Asset Allocation (%)

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