NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹82.25
0.53%
NAV as on 26 Nov 22, 12:00 AM
very high risk
small cap
equity
NAV as on 26 Nov 22, 12:00 AM
very high risk
small cap
equity
-10.08%p.a.
Last 1Y
23.81%p.a.
Last 3Y
6.31%p.a.
Last 5Y
12.81%p.a.
Since Inception
About HSBC Small Cap Equity Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HSBC Small Cap Equity Fund Growth scheme from HSBC Asset Management(India)Private Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on May 2005, HSBC Small Cap Equity Fund Growth is Small-Cap fund of its category with 298.43 Cr fund under management as on Nov 2022. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- HSBC Small Cap Equity Fund Growth delivered -10.1% annual returns during the last year. It has delivered 12.8% average annual returns since the fund was launched.
- HSBC Small Cap Equity Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Top 10 Holdings
Radico Khaitan Ltd
4.23%
KEI Industries Ltd
3.90%
J.B. Chemicals & Pharmaceuticals Ltd
3.89%
APL Apollo Tubes Ltd
3.86%
Dixon Technologies (India) Ltd
3.69%
JK Lakshmi Cement Ltd
2.96%
Amber Enterprises India Ltd Ordinary Shares
2.79%
Carborundum Universal Ltd
2.72%
Vinati Organics Ltd
2.72%
Rainbow Childrens Medicare Ltd
2.66%
Fund Managers
- Ankur Arora (Aug 2019 - Present)
Key Information
View Scheme Document
HSBC Small Cap Equity Fund Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on HSBC Small Cap Equity Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in HSBC Small Cap Equity Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in HSBC Small Cap Equity Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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31.9%
SBI Small Cap Fund Plan Growth
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24.8%
Frequently Asked Questions
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