small capVery high risk

HSBC Small Cap Equity Fund - IDCW

Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From HSBC Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹30.1357

▲ 0.53% today

As of 25 Nov 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹89.9k

▼ ₹10.1k loss · -10.1% / year

Invested 3 years ago

₹1.90 L

▲ ₹89.8k gain · 23.8% / year

Invested 5 years ago

₹1.16 L

▲ ₹15.7k gain · 3.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

21.9%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-74.25%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-10.09%

CAGR — 3 years23.81%

CAGR — 5 years2.96%

CAGR — since launch3.22%

Volatility — 1 year (annualised)19.31%

Volatility — 3 years (annualised)21.92%

Max drawdown — 1 year-29.96%

Max drawdown — 3 years-39.17%

Sharpe ratio — 1 year (rf=6%)-0.87

Sharpe ratio — 3 years (rf=6%)0.72

Fund info

Fund house: HSBC Mutual Fund
Category: Equity Scheme - Small Cap Fund
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103007
First price on record: 3 Apr 2006 · 4,099 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.