HSBC Small Cap Equity Fund Add to compare
51.2841
-0.0973
(-0.19%)
1 day change as on 20 Jul 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 639.34
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 575.46 -7.24 -18.12 -20.96 -4.52 7.90 26.84 13.21
Axis Bluechip Fund 2233.50 4.74 8.89 10.51 23.12 12.21 17.07 12.94
Axis Focused 25 Fund 4723.67 4.49 6.74 5.53 21.65 15.59 19.76 19.09
UTI Equity Fund 7986.23 3.29 5.40 6.39 17.95 10.58 17.77 12.69
Parag Parikh Long Term Equity Fund 1106.85 1.98 6.57 2.84 17.06 12.46 19.58 19.22
Axis Midcap Fund 1396.19 1.51 -0.26 0.06 16.38 8.86 23.28 18.4
Top 10 Holdings
Company Name Sector Name Asset %
Balaji Amines Ltd. Chemicals 4.5
Vinati Organics Chemicals 4.11
Reverse Repo Current Assets 3.78
VST Tillers Tractors Ltd. Automobile 3.28
Deccan Cements Ltd. Cement & Cement Products 3.15
 
Company Name Sector Name Asset %
Apollo Tyres Ltd. Automobile 2.65
GOCL Corporation Ltd. Chemicals 1.98
Current Assets Current Assets 1.4
Ahluwalia Contracts Ltd. Construction 1.35
GALAXY SURFACTANTS LTD. Chemicals 1.12
AUM Movement
Asset Allocation