HSBC Small Cap Fund Regular Growth

HSBC Small Cap Fund Regular Growth is a scheme launched by HSBC Mutual Fund on May 12, 2014, and falls under the Small Cap fund category. It currently manages an AUM of Rs 16,535.82 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.67% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  HSBC Small Cap Fund Regular Growth trailing returns over different times are -8.57% (1 year), 18.55% (3 year) and 30.55% (5 year). The average annual return of this fund stands at -9.01%.