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HSBC Small Cap Equity Gr

52.21
-0.20
-0.38%
19-09-2018
5 Years
  • Previous Close

    52.41

  • Net Assets

    374.78cr

  • Yield

    0.00%

  • Front load

    0.00

  • Expenses

    2.75%

  • Category

    Small-Cap

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

HSBC Asset Management(India)Private Ltd

Fund Style

Open

Fund Manager

Neelotpal Sahai

Investment Style

Small Blend

The aim of HSBC Small Cap Equity Fund is to deliver above-benchmark returns by providing long-term capital growth from an actively managed portfolio, primarily comprising of small cap stocks. The Scheme aims to be predominantly invested in small cap equity and equity related securities and may also invest in equity and equity related securities of other than small cap companies. However, it could move a portion of its assets towards fixed income securities if the fund becomes cautious or negative on equity markets. A top down and bottom up approach will be used to invest in equity and equity related instruments. Investments will be pursued in select sectors based on the Investment Team’s analysis of business cycles, regulatory reforms, competitive advantage etc. Selective stock picking will be done from these sectors.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

19-05-2005

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