NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

HSBC Small Cap Fund Fund Growth for NRI [83.22]

Min Investment

5,000

Fund Size

17,306.21 Cr

Expense Ratio

1.7%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

83.22

1.18%

NAV as on 17 Nov 24, 12:00 AM

very high risk

small cap

equity

NAV as on 17 Nov 24, 12:00 AM

very high risk

small cap

equity

30.10%p.a.

Last 1Y

22.12%p.a.

Last 3Y

29.82%p.a.

Last 5Y

22.96%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 17,306.21 Cr fund under management as on Nov 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 30.1% annual returns during the last year. It has delivered 23.0% 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

2.78%

Aditya Birla Real Estate Ltd

2.65%

Trent Ltd

2.54%

Brigade Enterprises Ltd

2.37%

Techno Electric & Engineering Co Ltd

2.29%

Neuland Laboratories Limited

2.01%

NCC Ltd

1.97%

Dixon Technologies (India) Ltd

1.90%

K.P.R. Mill Ltd

1.81%

Supreme Petrochem Ltd

1.79%

Fund Managers

  1. Venugopal Manghat (Dec 2019 - Present)
  2. Cheenu Gupta (Oct 2023 - Present)
  3. Sonal Gupta (Oct 2023 - Present)

Key Information

View Scheme Document

HSBC Small Cap Fund Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions