Small Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
1%
Asset Size
333.25 Cr.
(As of 24 Feb, 2021)
Benchmark
S&P BSE Midcap TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
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 manager
Neelotpal Sahai
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹500
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Dixon Technologies (India) Ltd
6.13%
APL Apollo Tubes Ltd
5.36%
J.B. Chemicals & Pharmaceuticals Ltd
5.10%
Amber Enterprises India Ltd Ordinary Shares
4.29%
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
This fund is rated 2 stars by Morning Star Ratings.
HSBC Mutual Fund’s mission is to work with clients to meet their investment objectives, by delivering investment expertise in a tailored way. To provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.
We, at HSBC Mutual Fund, deliver on our fiduciary responsibilities by managing risk as much as performance. We demonstrate our global investment expertise combined with strong governance as we collaborate with our clients, aiming to help them grow and protect their assets.
Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment. Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.
HSBC Mutual Fund strives to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing: