This Small Cap Fund SIP, Rated 3 Star By CRISIL, Given 67.14% Returns In 3 Years

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 HSBC Small Cap Equity Fund - Direct Plan-Growth

HSBC Small Cap Equity Fund – Direct Plan-Growth

It is a 9 years old fund, launched in January 2013 by the HSBC Mutual Fund. It is an open-ended Small Cap equity mutual fund scheme. It has Rs 309.37 Crores assets under management (AUM), and Rs 92.8737 NAV as of 17th March 2022. The fund has 1.09% expense ratio, which is higher than its category average expense ratio and what most other Small Cap funds charges in the category. CRISIL rated this fund 3 starts. On risk meter it is a posses moderate risk. On returns performance, it has given average performance among its peers. However, investors, who are willing to invest in this fund can invest for 2-3 years either one time or through SIP to earn good returns.

Absolute And Annualised Returns

Absolute And Annualised Returns

One Time Investment Returns

Investment Period Absolute Returns Annualised Returns
1 Year 34.88% 34.88%
2 Year 145.46% 56.67%
3 Year 79.27% 21.41%
5 Year 87.10% 13.34%
Since Inception 342.66% 17.53%

SIP Returns

SIP tenure Absolute Returns Annualised Returns
1 Year 8.45% 16.08%
2 Year 54.19% 48.08%
3 Year 67.14% 36.40%
5 Year 66.83% 20.59%

Source– Money Control

Portfolio

Portfolio

The fund is invested in Indian stocks 95.94 percent of the time, with 1.94 percent in large-cap companies, 4.31 percent in mid-level stocks, and 66.83 percent in small-cap stocks. Chemicals, Technology, Capital Goods, Services, and Healthcare make up the majority of the fund’s holdings. In comparison to other funds in the category, it has less exposure to the Chemicals and Technology sectors.

Amber Enterprises India Pvt Ltd., Dixon Technologies (India) Ltd., Mastek Ltd., APL Apollo Tubes Ltd., and Radico Khaitan Ltd. are the fund’s top five holdings.



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