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This Small Cap Fund SIP, Rated 3 Star By CRISIL, Given 67.14% Returns In 3 Years

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If you thought of investing in Mutual Fund, you know about the SIP. You begin SIP investing with a long-term financial objective in mind. SIP helps you invest in equity funds without having to time the stock market. When you invest in equities funds through a SIP, you invest a certain amount regularly throughout stock market levels. Check out this small-cap mutual fund SIP return. This mutual fund has given good returns in a 3-year SIP.

 

 HSBC Small Cap Equity Fund - Direct Plan-Growth

HSBC Small Cap Equity Fund - Direct Plan-Growth

It is a 9 years old fund, launched in January 2013 by the HSBC Mutual Fund. It is an open-ended Small Cap equity mutual fund scheme. It has Rs 309.37 Crores assets under management (AUM), and Rs 92.8737 NAV as of 17th March 2022. The fund has 1.09% expense ratio, which is higher than its category average expense ratio and what most other Small Cap funds charges in the category. CRISIL rated this fund 3 starts. On risk meter it is a posses moderate risk. On returns performance, it has given average performance among its peers. However, investors, who are willing to invest in this fund can invest for 2-3 years either one time or through SIP to earn good returns.

Absolute And Annualised Returns
 

Absolute And Annualised Returns

One Time Investment Returns

Investment PeriodAbsolute ReturnsAnnualised Returns
1 Year34.88%34.88%
2 Year145.46%56.67%
3 Year79.27%21.41%
5 Year87.10%13.34%
Since Inception342.66%17.53%


SIP Returns 

SIP tenureAbsolute ReturnsAnnualised Returns
1 Year8.45%16.08%
2 Year54.19%48.08%
3 Year67.14%36.40%
5 Year66.83%20.59%

Source- Money Control

Portfolio

Portfolio

The fund is invested in Indian stocks 95.94 percent of the time, with 1.94 percent in large-cap companies, 4.31 percent in mid-level stocks, and 66.83 percent in small-cap stocks. Chemicals, Technology, Capital Goods, Services, and Healthcare make up the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Chemicals and Technology sectors.
 Amber Enterprises India Pvt Ltd., Dixon Technologies (India) Ltd., Mastek Ltd., APL Apollo Tubes Ltd., and Radico Khaitan Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Read more about: mutual fund hsbc sip investment
Story first published: Friday, March 18, 2022, 19:36 [IST]
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