Jama - HSBC Small Cap Equity Fund


HSBC Small Cap Equity Fund


NAV : 98.1298
(+0.6037000000000035arrow_upward)
AUM : ₹300 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.28%8.48%27.46%71.55%46.54%24.89%18.14%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme predominantly investing in small cap stocks.
NAV98.1298
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹3,000
Expense Ratio2.48%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,12,898₹1,12,495₹403
After 1 year₹1,71,545₹1,69,112₹2,434
After 3 years₹1,94,802₹1,87,223₹7,579
After 20 years₹85,23,507₹65,42,239₹19,81,269

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 24.89% Past 3 yr Data




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,therecanbenoassuranceorguaranteethattheinvestmentobjectiveoftheschemewouldbeachieved.
Fund Manager:
Mr. Neelotpal Sahai