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
₹91.77
0.72%
NAV as on 16 Dec 24, 12:00 AM
very high risk
small cap
equity
NAV as on 16 Dec 24, 12:00 AM
very high risk
small cap
equity
33.24%p.a.
Last 1Y
26.41%p.a.
Last 3Y
32.65%p.a.
Last 5Y
22.92%p.a.
Since Inception
About HSBC Small Cap Fund Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HSBC Small Cap Fund 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 2014, HSBC Small Cap Fund Fund Growth is Small-Cap fund of its category with 16,919.61 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- HSBC Small Cap Fund Fund Growth delivered 33.2% annual returns during the last year. It has delivered 22.9% average annual returns since the fund was launched.
- HSBC Small Cap Fund 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
Apar Industries Ltd
2.71%
Aditya Birla Real Estate Ltd
2.61%
Neuland Laboratories Limited
2.43%
Kirloskar Pneumatic Co Ltd
2.40%
BSE Ltd
2.33%
Techno Electric & Engineering Co Ltd
2.29%
Trent Ltd
2.26%
Brigade Enterprises Ltd
2.01%
NCC Ltd
1.99%
Dixon Technologies (India) Ltd
1.98%
Fund Managers
- Venugopal Manghat (Dec 2019 - Present)
- Cheenu Gupta (Oct 2023 - Present)
- Sonal Gupta (Oct 2023 - Present)
Key Information
View Scheme Document
HSBC Small Cap Fund Fund Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on HSBC Small Cap Fund 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 Fund 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 Fund 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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3Y Return
Nippon India Small Cap Fund - Growth
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29.3%
HDFC Small Cap Fund Growth
very high risk | equity
24.6%
SBI Small Cap Fund Plan Growth
very high risk | equity
21.0%
Frequently Asked Questions
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