HSBC Small Cap Fund Fund Regular Growth

• Alpha -2.36%
• Beta 0.93
• Sharpe Ratio1.61
• Std Deviation 14.83%
• 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 13746.58 crores & has delivered CAGR of 24.15% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.72%. 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 Apar Industries, EIH, Treps & Brigade Enterprises.

The major sectors where the fund is invested are Construction Services, Constr. - Supplies & Fixtures, Software & Programming & Electronic Instr. & Controls.

Some of the similar funds are Quant Small Cap Fund Growth, HSBC Small Cap Fund Fund Regular Growth, Franklin India Smaller Companies Fund Growth, DSP Small Cap Fund Regular Plan Growth, Kotak Small Cap Growth. HSBC Small Cap Fund Fund Regular Growth has a sharpe ratio of 1.61 & a standard deviation of 14.83%.