HSBC Small Cap Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 28% | 42.7% | 18% | 22.1% | ||||
| Category Average | 26.3% | 35.1% | 14.6% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil. |
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Fund Objective
The L&T Emerging Businesses Fund is a small-cap equity investment vehicle. It was established on May 12, 2014, and is run by Saumendra Nath Lahri and Karan Desai. At least 65% of the scheme’s total assets will be invested in small-cap equities.
The scheme’s objective is capital appreciation over the long term by investing in a diverse portfolio of mostly Indian equities and equity-linked instruments, including equity derivatives, with a primary emphasis on developing enterprises (small-cap stocks).
Moreover, the scheme may make investments in foreign securities. Businesses that are still in their infancy but show promise for rapid expansion in terms of both revenue and profit are considered emerging. There is no certainty that the Scheme’s goal will be achieved, and investors should not expect any profits.
Pros & Cons
| Pros | Cons |
|---|---|
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High growth potential. |
Volatility may be higher. |
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Less competition from institutional investors. |
Limited liquidity. |
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Better returns compared to large caps. |
Less transparency. |
How to invest in L&T Emerging Businesses Fund?
It is simple to invest in the L&T Emerging Businesses fund with 5paisa. The process has been streamlined and now requires no paperwork at all. Simply comply with the instructions listed below:
What is the expense ratio of the L&T Emerging Businesses Fund?
For each year that your funds are invested in a specific Mutual Fund, the Expense Ratio represents the yearly management costs imposed by the Mutual Fund operator. The expense ratio is computed as a percentage of AUM and reduces fund returns by that amount. A fund with a lower expense ratio is preferable since a lesser proportion of your returns will be used to pay fees.
Who should invest in the L & T Emerging Businesses Fund?
Because it is a small-cap fund, this fund is appropriate for investors who are willing to take on a high level of risk and who have a long investment horizon, say more than 6 years, to reap the full benefits of the fund.
What are the benefits of investing in the L&T Emerging Businesses Fund?
This fund has delivered above-average returns for its investors and has often beaten its benchmark. It is a high-risk fund that has returned 19.67% since inception. Returns during the last year have averaged 16.32%, and over the past three years, they have averaged 20.39% annually.
Most rating services agree that this is one of the best small-cap funds in India. The market has taken notice of this fund despite its relative youth in the small-cap space. Since it didn’t launch until much later, this fund hasn’t had to weather any particularly severe bear markets like the one in 2008.
Fund Managers
Venugopal Manghat - Equity - Co-head of equities
Currently serving as the co-head of equities at L&T Mutual Fund, Mr Venugopal Manghat has a total experience of over 27 years in the Indian equity market. He has experience in three areas of investment management – dealing, research and fund management. He manages an AUM of around INR 33,628 crore, and his portfolio includes L&T Equity Savings Fund, L&T India Value Fund, L&T Equity Fund, L&T Tax Advantage Fund, and many others. Before joining L&T Mutual Fund, Mr Manghat was the Co-head of Equities at Tata Asset Management, where he worked for more than 16 years.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 6,779
-
36.9%Fund Size - 6,779
-
49.1%Fund Size - 6,779
-
29%Fund Size - 6,779
-
- Equity .
- Small Cap .
-
- 34,468
-
32.8%Fund Size - 34,468
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44.4%Fund Size - 34,468
-
22.8%Fund Size - 34,468
-
- Equity .
- Small Cap .
-
- 18,999
-
36.9%Fund Size - 18,999
-
41.2%Fund Size - 18,999
-
18.7%Fund Size - 18,999
-
- Equity .
- Small Cap .
-
- 9,103
-
33.6%Fund Size - 9,103
-
40.1%Fund Size - 9,103
-
16.7%Fund Size - 9,103
-
- Equity .
- Small Cap .
-
- 6,510
-
23.5%Fund Size - 6,510
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39.7%Fund Size - 6,510
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21.5%Fund Size - 6,510
AMC Contact Details
More Funds from HSBC Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 120
-
22.9%Fund Size - 120
-
36.8%Fund Size - 120
-
13.6%Fund Size - 120
-
- Equity .
- Mid Cap .
-
- 7,919
-
17.9%Fund Size - 7,919
-
24%Fund Size - 7,919
-
12.4%Fund Size - 7,919
-
- Equity .
- Large & Mid Cap .
-
- 2,301
-
13.8%Fund Size - 2,301
-
24.3%Fund Size - 2,301
-
-Fund Size - 2,301
-
- Equity .
- Value .
-
- 9,077
-
23.5%Fund Size - 9,077
-
28.4%Fund Size - 9,077
-
14.8%Fund Size - 9,077
-
- Equity .
- Small Cap .
-
- 300
-
31.4%Fund Size - 300
-
39%Fund Size - 300
-
15.6%Fund Size - 300
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
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23.4%Fund Size - 654
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14.9%Fund Size - 654
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- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
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19.8%Fund Size - 10,202
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14.4%Fund Size - 10,202
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- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
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28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
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23%Fund Size - 757
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13.7%Fund Size - 757
Frequently Asked Questions
How to invest in HSBC Small Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Small Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HSBC Small Cap Fund – Direct Growth ?
How to redeem HSBC Small Cap Fund – Direct Growth holding ?
What is the minimum sip amount of HSBC Small Cap Fund – Direct Growth?
What are the top sectors HSBC Small Cap Fund – Direct Growth has invested in?
- Industrial Products - 25.53%
- IT-Software - 7.65%
- Consumer Durables - 7.19%
- Auto Components - 6.53%
- Realty - 5.71%
Can I make investments in both the SIP and Lump Sum schemes of HSBC Small Cap Fund – Direct Growth?
How much returns have HSBC Small Cap Fund – Direct Growth generated ?
What is the expense ratio of HSBC Small Cap Fund – Direct Growth ?
What is the AUM of HSBC Small Cap Fund – Direct Growth?
What are the top stock holdings of HSBC Small Cap Fund – Direct Growth?
- K P R Mill Ltd - 2.96%
- Apar Inds. - 2.88%
- KEI Industries - 2.82%
- Carborundum Uni. - 2.53%
- Sonata Software - 2.4%
How can I redeem my investments in HSBC Small Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.