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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 53.91 | 1.52 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 52.41 | 1.57 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 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(IDCW) | 22.56% | 18.24% | 17.47% |
Nippon India Small Cap Fund(IDCW) | 25.14% | 21.77% | 21.97% |
HDFC Small Cap Fund(IDCW-Reinv) | 19.58% | 17.03% | 14.30% |
SBI Small Cap Fund(IDCW-Payout) | 29.00% | 20.81% | 22.13% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
2.71 %
Holdings
2.61 %
Holdings
2.43 %
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
₹ 1,27,405.79 Cr.
Venugopal Manghat
AUM: ₹55,004.46 Cr.
|
Exp: 18yrs
Cheenu Gupta
AUM: ₹42,472.39 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%