HSBC Small Cap Fund Fund Regular Growth

• Alpha -2.36%
• Beta 0.93
• Sharpe Ratio0.55
• Std Deviation 18.77%
• Tracking Error 5.51%

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.

The HSBC Small Cap Fund Fund Regular Growth has an AUM of 15028.86 crores & has delivered CAGR of 19.50% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.71%. The minimum investment in HSBC Small Cap Fund Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Multi Commodity Exchange Of India, Karur Vysya Bank, eClerx Services & Federal Bank.

The major sectors where the fund is invested are Regional Banks, Investment Services, Consumer Financial Services & Construction Services.

Some of the similar funds are DSP Small Cap Fund Regular Plan Growth, HSBC Small Cap Fund Fund Regular Growth, Franklin India Small Cap Fund Growth, Canara Robeco Small Cap Fund Regular Growth, Kotak Small Cap Growth. HSBC Small Cap Fund Fund Regular Growth has a sharpe ratio of 0.55 & a standard deviation of 18.77%.