HSBC Small Cap Fund

HSBC Small Cap Fund is being managed by Dhiraj Sachdev. The scheme aims to achieve capital appreciation by investing predominantly in equity and equity related instruments of small cap companies The fund’s performance has been unimpressive. Existing investors should exit and new investors can skip this one.

Where does HSBC Small Cap Fund invest your money?

HSBC Small Cap Fund is an equity oriented mid and small cap fund which means most of your money will be invested in stocks of mid and small sized companies. Mid cap companies tend to give kicker returns while large cap companies are stable. Presently it has  92.25% allocation to small cap companies.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child’s education
  • Child’s Marriage
  • Planning for retirement
  • Home Purchase
How has HSBC Small Cap Fund performed in the past?

If you invested Rs 1 lakh when the fund was launched in March 2008, your value of investment would have dropped to Rs 91806. The performance has not been similar to other funds in this category. 

Assume you had invested Rs 10,000 every month in HSBC Small Cap Fund through SIP since inception today you would have around Rs 6.31 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of HSBC Small Cap Fund is 2.88%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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