HSBC Small Cap Equity Fund Add to compare
48.4532
0.3835
(0.8%)
1 day change as on 13 Dec 2018
Investment Objective: To generate long term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies. However, it could move a portion of its assets towards fixed income securities if the fund manager becomes negative on the Indian equity markets. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 572.79
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Year to 1 Year; Exit Load is 1% 5000
Launch Date Fund Manager Last Dividend
19-05-2005 Neelotpal Sahai 0.00
Benchmark Email / Website Bonus
S&P BSE 250 Small Cap Index hsbcmf@hsbc.co.in / www.assetmanagement.hsbc.com/in
AMC Name
HSBC Asset Management (India) Private Ltd
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
HSBC Small Cap Equity Fund 737.85 0.40 -7.45 -15.39 -20.02 8.54 22.13 12.32
Axis Bluechip Fund 3294.75 4.86 -2.67 -0.44 9.64 13.96 15.16 11.72
Axis Multicap Fund 2981.74 4.53 -2.34 -0.46 8.40 -- -- 7.82
UTI Equity Fund 8345.36 3.26 -7.43 -2.91 7.23 11.94 15.69 12.24
Sundaram Multi Asset Fund 39.48 1.74 -2.08 1.33 7.23 9.52 7.79 6.67
Axis Equity Advantage Fund - Series 2 91.93 2.68 -1.65 1.13 6.46 -- -- 5.17
Top 10 Holdings
Company Name Sector Name Asset %
Reverse Repo Current Assets 7.73
Balaji Amines Ltd. Chemicals 2.47
Deccan Cements Ltd. Cement & Cement Products 2.31
Aarti Industries Ltd. Chemicals 1.95
VST Tillers Tractors Ltd. Automobile 1.82
 
Company Name Sector Name Asset %
Apollo Tyres Ltd. Automobile 1.62
Escorts Ltd. Automobile 1.43
NCL Industries Ltd. Cement & Cement Products 1.03
Navin Fluorine International Ltd. Chemicals 0.96
Oriental Carbon & Chemicals Ltd. Chemicals 0.74
AUM Movement
Asset Allocation