HSBC Small Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Small Cap funds is 118.22% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.24% | 0.08% |
| 2 Year Return | 16.41% | 17.32% |
| 3 Year Return | 35.43% | 49.36% |
| 4 Year Return | 180.08% | 81.21% |
| 5 Year Return | 137.73% | 118.22% |
| 6 Year Return | 110.09% | 190.34% |
| 7 Year Return | 223.80% | 216.58% |
| Expense Ratio | 0.56% | - |
Minimum Purchase: ₹5,000
Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%. If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
HSBC Small Cap Fund - Direct Plan is managed by HSBC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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