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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.67 | 54.71 | 1.97 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 52.14 | 6.00 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
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-Reinv) | 30.66% | 17.70% | 17.49% |
Nippon India Small Cap Fund(IDCW) | 33.75% | 22.33% | 22.18% |
SBI Small Cap Fund(IDCW-Payout) | 36.57% | 21.05% | 22.36% |
HDFC Small Cap Fund(IDCW-Reinv) | 28.69% | 16.66% | 14.50% |
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
₹ 1,30,362.60 Cr.
Venugopal Manghat
AUM: ₹56,907.84 Cr.
|
Exp: 18yrs
Cheenu Gupta
AUM: ₹43,776.41 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%