Hsbc Small Cap Fund Regular Plan Growth

83.94
NAV (Jun 21,2024)

The HSBC Small Cap Fund - Regular Plan - Growth is a mutual fund that focuses on investing in small-cap companies in India. It has an expense ratio of 1.71% and a PE ratio of 44.62. The fund has a PB ratio of 7.73 and its assets under management (AUM) are currently at INR 13,230.82 crore. The minimum investment required is INR 5,000 and there is no lock-in period. The fund was established on May 12, 2014.

Hsbc Small Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Small Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.62
  • P/B Ratio
    UM_URBAN_MONEY

    7.73
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.82
  • Sharpe
    UM_URBAN_MONEY

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.71%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

13230.82 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jun 22, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

12,678.54 (26.79%)12,480.78 (24.81%)15,360.26 (53.60%)23,231.59 (132.32%)35,790.18 (257.90%)
38,035.62 (26.79%)37,442.34 (24.81%)46,080.78 (53.60%)69,694.77 (132.32%)1,07,370.54 (257.90%)
63,392.7 (26.79%)62,403.9 (24.81%)76,801.3 (53.60%)1,16,157.95 (132.32%)1,78,950.9 (257.90%)
1,01,428.32 (26.79%)99,846.24 (24.81%)1,22,882.08 (53.60%)1,85,852.72 (132.32%)2,86,321.44 (257.90%)
1,26,785.4 (26.79%)1,24,807.8 (24.81%)1,53,602.6 (53.60%)2,32,315.9 (132.32%)3,57,901.8 (257.90%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Apar Industries Limited3.21%
  • KPR Mill Limited3.11%
  • Sonata Software Limited2.75%
  • Brigade Enterprises Limited2.57%
  • KPIT Technologies Limited2.50%
  • KEI Industries Limited2.42%
  • Birlasoft Limited2.41%
  • Ratnamani Metals & Tubes Limited2.21%
  • EIH Limited1.89%
  • Maharashtra Seamless Limited1.82%
  • Polycab India Limited1.81%
  • Grindwell Norton Limted1.79%
  • RHI Magnesita India Limited1.78%
  • Cera Sanitaryware Limited1.77%
  • Mahindra Lifespace Developers Limited1.74%
  • JK Lakshmi Cement Limited1.67%
  • Tube Investments of India Limited1.64%
  • APL Apollo Tubes Limited1.62%
  • Techno Electric & Engineering Company Limited1.56%
  • Treps1.55%
  • Finolex Cables Limited1.54%
  • IIFL Finance Limited1.54%
  • Karur Vysya Bank Limited1.52%
  • Krishna Institute of Medical Sciences Limited1.51%
  • Trent Limited1.49%
  • Finolex Industries Limited1.49%
  • Supreme Petrochem Limited1.43%
  • Gokaldas Exports Limited1.42%
  • Indian Bank1.38%
  • Carborundum Universal Limited1.37%
  • Suven Pharmaceuticals Limited1.26%
  • VRL Logistics Limited1.23%
  • Century Textiles & Industries Limited1.19%
  • Persistent Systems Limited1.17%
  • KEC International Limited1.15%
  • Dixon Technologies India Limited1.09%
  • Sobha Limited1.06%
  • Welspun India Limited1.05%
  • HG Infra Engineering Limited1.04%
  • GMM Pfaudler Limited1.02%
  • JB Chemicals and Pharmaceuticals Limited1.00%
  • Amber Enterprises India Limited1.00%
  • NCC Limited0.99%
  • Apollo Pipes Limited0.97%
  • EID Parry India Limited0.95%
  • Can Fin Homes Limited0.93%
  • Lakshmi Machine Works Limited0.87%
  • Jamna Auto Industries Limited0.86%
  • Aegis Logistics Limited0.85%
  • Kajaria Ceramics Limited0.83%
  • Somany Ceramics Limited0.82%
  • Concord Biotech Limited0.81%
  • Lemon Tree Hotels Limited0.80%
  • Timken India Limited0.79%
  • Federal Bank Limited0.78%
  • Supreme Industries Limited0.75%
  • Rolex Rings Limited0.75%
  • The Ramco Cements Limited0.74%
  • One Wam Limited0.72%
  • CCL Products India Limited0.71%
  • PNC Infratech Limited0.70%
  • Jyothy Laboratories Limited0.69%
  • UNO Minda Limited0.69%
  • Sumitomo Chemical India Limited0.64%
  • Alkyl Amines Chemicals Limited0.64%
  • Kirloskar Pneumatic Co Limited0.61%
  • Balrampur Chini Mills Limited0.60%
  • Jindal Saw Limited0.60%
  • Century Plyboards India Limited0.58%
  • eClerx Services Limited0.57%
  • MM Forgings Limited0.56%
  • Motherson Sumi Wiring India Limited0.53%
  • Zee Entertainment Enterprises Limited0.49%
  • City Union Bank Limited0.49%
  • Sunteck Realty Limited0.47%
  • Isgec Heavy Engineering Limited0.46%
  • Prudent Corporate Advisory Services Limited0.46%
  • Asahi India Glass Limited0.46%
  • Sterling Tools Limited0.45%
  • Titagarh Rail Systems Limited0.42%
  • Cholamandalam Financial Holdings Limited0.42%
  • VST Tillers Tractors Limited0.37%
  • Gujarat Fluorochemicals Limited0.35%
  • Sundaram Finance Limited0.33%
  • Electronics Mart India Limited0.32%
  • Nitin Spinners Limited0.32%
  • Happy Forgings Limited0.30%
  • Rainbow Children s Medicare Limited0.30%
  • ideaForge Technology Limited0.28%
  • Niit Learning Systems Limited0.23%
  • WIM Plast Limited0.21%
  • Radico Khaitan Limited0.21%
  • Sai Silks Kalamandir Limited0.21%
  • Emami Paper Mills Limited0.20%
  • Orient Paper & Industries Limited0.20%
  • Net Current Assets including cash & bank balances-0.04%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Mahindra Manulife Small Cap Fund - Regular Plan - GrowthMahindra Manulife Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.75%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.02%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

27.34%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.04%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.67%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

19.84%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.04%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.96%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

16.65%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

66.28%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

60.98%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

55.44%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.38%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.38%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

47.06%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

44.70%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

43.06%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

38.92%

Axis Small Cap Fund - Regular Plan - GrowthAxis Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.28%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.36%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.39%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

32.55%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

32.18%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.84%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

28.53%

Bandhan Small Cap Fund - Regular Plan - GrowthBandhan Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.78%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

26.30%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

25.29%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

41.29%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.57%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

29.44%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

27.95%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

27.32%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.95%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.91%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

26.80%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.05%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

25.04%

Fund Managers

VM

Mr. Venugopal ManghatCo-Head Equities

Mr.Venugopal M. has Gained good understanding of the stock market having worked as dealer at Tata Asset Management Ltd for about two years after which he assumed equity fund management responsibility. Has cleared the certification exam of the BSE Training Institute, for participating in the derivatives market. Has good exposure to large number of industries and companies having done fundamental research over the years.

CG

Ms. Cheenu GuptaFund Manager

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Compare with similar Funds

HSBC Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the HSBC Small Cap Fund - Regular Plan - Growth?

The HSBC Small Cap Fund - Regular Plan - Growth is a mutual fund that carries a very high level of risk.

What is the current NAV (Net Asset Value) of the HSBC Small Cap Fund - Regular Plan - Growth as of May 29,2024?

The current NAV of the HSBC Small Cap Fund - Regular Plan - Growth as of May 29, 2024 is INR 77.18.

What are the returns generated by the HSBC Small Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The HSBC Small Cap Fund - Regular Plan - Growth has shown impressive returns with 53.16% in the past year, 39.34% in the last 3 years, and 25.09% in the past 5 years.

What is the expense ratio associated with the HSBC Small Cap Fund - Regular Plan - Growth?

The HSBC Small Cap Fund - Regular Plan - Growth has a 1.71% expense ratio.

What is the minimum investment amount required for the HSBC Small Cap Fund - Regular Plan - Growth?

The HSBC Small Cap Fund - Regular Plan - Growth requires a minimum investment of INR 5000.

Is there a systematic investment plan (SIP) available for the HSBC Small Cap Fund - Regular Plan - Growth?

Yes, SIP is available for INR 5000 per month in the HSBC Small Cap Fund - Regular Plan - Growth.

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