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    Home»Mutual Funds»HSBC Small Cap mutual fund has a highly diversified portfolio; what should investors do
    Mutual Funds

    HSBC Small Cap mutual fund has a highly diversified portfolio; what should investors do

    October 21, 2024


    ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.

    BASIC FACTS
    DATE OF LAUNCH

    12 MAY 2014
    CATEGORY
    EQUITY
    TYPE
    SMALL CAP
    AUM*
    Rs.17,306 crore

    Growfast

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    BENCHMARK
    NIFTY SMALLCAP 250
    TOTAL RETURN INDEX

    WHAT IT COSTS
    NAV**
    GROWTH OPTION

    Rs.91.39
    IDCW
    Rs.49.49
    MINIMUM INVESTMENT
    Rs.5,000

    im-1

    MINIMUM SIP AMOUNT
    Rs.500

    im-2

    EXPENSE RATIO# (%)
    1.67
    EXIT LOAD
    For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days

    *AS ON 30 SEP 2024
    **AS ON 15 OCT 2024
    #AS ON 30 SEP 2024

    im-3


    FUND MANAGER
    CHEENU GUPTA/VENUGOPAL MANGHAT
    11 MONTHS / 4 YEARS, 9 MONTHS

    im-4

    im-5

    Recent portfolio changes
    New entrants

    KFin Technologies, Nippon Life India Asset Management (Aug).
    GE T&D India, Oberoi Realty, PTC Industries, Suzlon Energy (Sep).
    Complete exits
    Gujarat Fluorochemicals (Aug).
    Birlasoft, Indian Bank, The Phoenix Mills, VRL Logistics (Sep).

    im-6

    Should You Buy
    Earlier known as L&T Emerging Businesses, this small-cap fund now operates under the HSBC banner since the takeover. The fund retains its positioning due to continuity in leadership. It takes sizeable presence in mid caps apart from its small-cap tilt, higher than many of its peers. The fund targets small players in evolving industries, those in a large industry catering to niche segments or looking to gain market share of unorganised players. The portfolio is now heavily diversified with thin positions even in top bets. After suffering a blip during 2018-2020, it started outperforming since 2021 and has maintained a decent show. The fund’s risk-return remains among the top quartile in its category.



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