HSHSBC MFDirect · Growth

HSBC Small Cap Fund - Growth - Direct Plan (Merged)

Small cap FundEquity - Small cap FundBenchmark: BSE Small-Cap
NAV · 25 Apr 2014₹12.78-0.64%
AUM₹15 Crfrom this fund's primary plan
Expense Ratio2.20%
CAGR
Exit LoadNil
Min SIP₹1,000from this fund's primary plan
Launched2013

Investment Objective

To provide long-term capital appreciation primarily from a diversified portfolio of equity and equity related instuments of small cap companies.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Fund Managers
DS
Dhiraj Sachdev
Fund Manager
Key Information
2.20%
₹1,000from this fund's primary plan
₹10,000
Nil
Nil
Inception01 Jan 2013
AMCHSBC MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for HSBC Small Cap Fund - Growth - Direct Plan (Merged).

HSBC MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.64%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.20%
Nil
Nil
₹1,000from this fund's primary plan
₹10,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme