HSBC Small Cap Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 12-05-2014 |
| Asset Class: |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 1.69% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 14,736.99 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 22% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
78.4816
1.02 (1.2938%)
20.56%
Benchmark: 16.26%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 9 Months
7 Years 2 Months
8 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 18.47 |
| Sharpe Ratio | 0.65 |
| Alpha | 0.85 |
| Beta | 0.86 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Small Cap Fund - Regular Growth | 12-05-2014 | 2.9 | 23.79 | 24.05 | 37.23 | 18.75 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 18.44 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 17.75 | 41.61 | 31.89 | 37.46 | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 14.9 | 32.62 | 28.44 | 35.2 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 13.5 | 24.13 | 21.08 | - | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 12.19 | 23.96 | 22.31 | 31.91 | 18.4 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 10.2 | 34.85 | 30.25 | 31.38 | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 8.77 | 25.11 | 21.24 | 34.27 | 16.71 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 8.71 | - | - | - | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 8.66 | 25.71 | 24.33 | 35.02 | 13.92 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
73.05%
Others
3.92%
Large Cap
2.16%
Mid Cap
20.87%
