HSBC Small Cap Fund is an investment opportunity offered by L&T Mutual Fund House since 12 May 2014. The fund is designed to capitalise on the potential for growth in emerging businesses. This mutual fund aims to deliver attractive returns by investing in a diversified portfolio of smaller companies with high growth prospects. Keep reading to learn about the HSBC Small Cap Fund in detail.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
HSBC Small Cap Fund, earlier known as L&T Emerging Business Fund, is an equity mutual fund scheme launched by HSBC Mutual Fund House on 27 May 2002.
The HSBC Small Cap Equity Fund has merged with the L&T Emerging Businesses Fund, and as a result, the surviving fund has been renamed the HSBC Small Cap Fund.
The HSBC Mutual Fund House believes in rigorous research as an investment strategy. Their focus is on companies that offer a compelling mix of profitability and value.
This open-ended mutual fund is ideal for investors who seek long-term capital appreciation and have a risk profile to invest in small-cap equities.
|Fund Name||HSBC Small Cap Fund|
|Fund House||HSBC Mutual Fund|
|Launched On||12 May 2014|
|Asset Under Management (AUM)||Rs. 96,030.39 Crores|
|Benchmark Index||Nifty Small-cap 250 TRI|
|Risk Category||Very High|
|Investment Objective||To grow capital over the long term by actively managing investments in small-cap companies. If the fund manager becomes pessimistic about the Indian stock market, the assets get allocated to fixed-income securities. Please note that HSBC Mutual Fund House does not guarantee that they will achieve their investment objective.|
|Net Asset Value (as of 09 October 2023)||
|Market Cap Allocation||
|Systematic Investment Plan (SIP)||Available from Rs. 500|
|Lock- in||No Lock-in Period|
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
|Name of Holdings||% of Total Holdings|
|Top 5 Equity Holdings (98.82%)|
|Apar Industries Ltd.||3.50%|
|K.P.R. Mill Ltd.||3.22%|
|KEI Industries Ltd.||2.24%|
|Cera Sanitaryware Ltd.||2.23%|
|Sonata Software Ltd.||2.22%|
|Other Cash Holdings (1.18%)|
|Sector||% of Total Holdings|
|Metals & Mining||10.40%|
|Investment Period||Annualised Returns (Regular)||Annualised Returns (Direct)|
|Returns Since Inception (RSI)||21.51%||22.64%|
*Fund NAV as of 31 August 2023
You need to submit the following documents to invest in the HSBC Small Cap Fund:
A Valid Government-issued Photo ID (like an Aadhar card, passport, or driver's license)
One Proof of Address (utility bill, bank statement, or rental agreement)
Duly Filled Application Form
Bank Account Details
NRI/ OCI/ PIOs Documents
Overseas Address Proof
Valid NRI/ PIO Card
NRE/ NRO Account Details
Follow the simple steps mentioned below to start investing in HSBC Small Cap Fund:
KYC Verification: Ensure your KYC is complete. If not, submit your KYC documents to any KYC registration agency (KRA).
Select Investment Mode: Choose between any of the following modes of investment:
Physical form (with a distributor)
Online mode (through HSBC's website or mobile app)
Fill Application Form: Complete the application form with personal and investment details.
Fund Selection: Specify that you want to invest in the "HSBC Small Cap Fund."
Make Payment: Make your investment by transferring funds through any of the following:
Submit Documents: If investing physically, submit the application form and documents to your nearest HSBC branch or distributor.
Get Confirmation: You will receive a confirmation of your investment, and your units will be allocated.
You can estimate potential returns from the HSBC Small Cap Fund using a Systematic Investment Plan Calculator or SIP Calculator. All you need to do is enter the following details in the calculator:
Expected Annual Return
Using these inputs, you can use an online SIP calculator to estimate potential final returns from your investments in the HSBC Small Cap Fund.
Go to the HSBC Asset Management website and log in to your account.
Click on the "Transactions" tab.
Under "Redemption", select "HSBC Small Cap Fund".
Enter the number of units you want to redeem and the redemption date.
Click on "Submit".
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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