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Jama - HSBC Small Cap Equity Fund


HSBC Small Cap Equity Fund

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Equity-Small-Cap
NAV : 76.3092
(+0.9712000000000103
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)
AUM : ₹300 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-8.73%-17.28%-22.62%-5.21%34.57%15.16%7.28%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme predominantly investing in small cap stocks.
NAV76.3092
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹3,000
Expense Ratio109.00000000000001%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,52,721₹1,46,360₹6,361
After 20 years₹16,82,656₹12,67,118₹4,15,538

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 15.16% 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:
Ankur Arora