Investment Objective
The investment objective of the Scheme is to generate long-term capital appreciation from a diversifi ed portfolio of predominantly equity and equity related securities including equity derivatives in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. Emerging companies are businesses which are typically in the early stage of development and have the potential to grow their revenues and profi ts at a higher rate as compared to broader market. There is no assurance that the objective of the scheme will be realised and the Scheme does not assure or guarantee any returns. .
Category
- Equity - Small cap Fund
Benchmark
- Nifty Smallcap 250 - TRI
Returns
Absolute
1M
-3.26%
3M
-3.33%
6M
-3.87%
Annualised
1Y
4.13%
3Y
42.95%
5Y
11.06%
Historical NAV
NAV for scheme HSBC Small Cap Fund - Regular Plan - IDCW Reinvestment
is
Growth of 10,000
An investment of 10000 for
in this scheme would have grown to Rs.
Risk of the fund
AUM
8625.96 Cr
Hsbc Small Cap Fund Idcw Reinvestment AUM is 95% higher than other schemes in the category
Load
Entry Load - NIL
Exit Load - Nil upto 10% of units and 1% for above the limits on or before 1Y Nil after 1Y
Lock In Period - NIL
Expense Ratio
1.86%
Turnover Ratio
18.00%
