Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

HSBC Small Cap Equity Fund-Growth

Ranked 182 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Neelotpal Sahai

Objective

To generate long term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies. However, it could move a portion of its assets towards fixed income securities if the fund manager becomes negative on the Indian equity markets. -Equity and Equity related securities of small cap companies 65%-100% --Equity and Equity related securities of other than small cap companies 0%-35% -Debt securities & Money Market instruments (including cash & cash equivalents) 0%-35%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/08/2015 - 31/08/2018
  • Rank 182/307 Total Return
  • Rank 304/307 Standard Deviation
  • Rank 293/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -11.4% -8.6%
2017 60.4% 21.1% 6.0% 3.1% 21.3%
2016 0.9% -9.8% 14.5% 7.2% -9.0%
2015 10.4% 2.4% 0.9% 2.7% 4.0%
2014 85.1% 13.3% 36.3% 8.6% 10.3%
2013 -3.3% -16.9% -10.7% -2.8% 33.9%
2012 48.0% 33.0% -1.8% 7.2% 5.6%
2011 -43.5% -19.5% -2.4% -12.1% -18.1%
2010 12.4% 0.5% 2.3% 18.8% -7.9%
2009 99.2% -7.4% 54.9% 23.6% 12.3%
2008 -65.7% -35.2% -15.9% -13.0% -27.7%
2007 61.1% -8.0% 19.4% 12.9% 30.0%
2006 32.7% 25.1% -22.0% 17.0% 16.3%
2005 34.4% 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date24/05/2005
  • Share Class size5,837Mn
  • Base currencyINR
  • ISIN INF336L01AV2

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).