Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.67 | 56.92 | 2.04 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 52.66 | 2.06 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Smallcap 250 - TRI |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Small Cap Fund | 42.80% | 27.96% | 24.38% |
Nippon India Small Cap Fund | 45.57% | 30.81% | 27.81% |
SBI Small Cap Fund | 36.82% | 22.47% | 26.70% |
HDFC Small Cap Fund | 32.05% | 24.32% | 21.38% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
2.78 %
Holdings
2.65 %
Holdings
2.54 %
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,28,504.00 Cr.
Venugopal Manghat
AUM: ₹56,756.83 Cr.
|
Exp: 18yrs
Cheenu Gupta
AUM: ₹43,762.14 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
This Small Cap Fund has given 48% CAGR in 3 Years | HSBC Small Cap Fund
1 year ago•Mutual Funds at Groww
HDFC Small Cap Fund vs Nippon India Small Cap Fund | Mutual Fund Comparison
4 years ago•Time To Invest
SBI Small Cap Fund vs Axis Small Cap Fund | Mutual Fund Comparison
4 years ago•Time To Invest
L&T Emerging Businesses Fund - Detailed Review | www.mfyadnya.in
4 years ago•Yadnya Investment Academy
Nippon India Small Cap Fund vs SBI Small Cap Fund vs L&T Emerging Businesses Fund | Fund Comparison
4 years ago•Time To Invest
Top 3 Small Cap Mutual Fund to invest after Corona virus market crash 2020 | Coronavirus
4 years ago•Time To Invest
💪कौनसा Small Cap फ़ंड है दमदार? Axis Small Cap Fund vs SBI Small Cap Fund vs L&T Emerging Business
4 years ago•Time To Invest
HDFC Mid-Cap Opportunities Fund Review For Sep 2019 | Top Mid Cap Fund 2019 ?
5 years ago•Banking Mastery
SBI Small Cap Fund Review For Aug 2019 | Top Small Cap Fund ?
5 years ago•Banking Mastery
L&T Midcap Vs. Axis Midcap Vs. HDFC Midcap Opportunities Fund Vs. Kotak Emerging Equity Scheme
5 years ago•Banking Mastery
Returns
Fund has been able to generate better returns compared to other funds in the same category