HSBC Mutual Fund Small Cap Fund - Direct Plan - Growth returns analysis 2026
Jab hum HSBC Mutual Fund Small Cap Fund - Direct Plan - Growth ki returns ki baat karte hain, toh is fund ki 1 saal ki return 0% hai. Yeh kaafi disappointing hai, lekin kya aapne dekha hai ki benchmark, Nifty Smallcap 250 TRI, bhi kuch khaas nahi kar raha hai? Is fund ki 3 saal aur 5 saal ki returns bhi 0% hain.
Iska matlab hai ki fund ke performance mein consistency ki kami hai, jo investors ko thoda worried kar sakta hai. Lekin, fund manager Cheenu Gupta ka experience kaafi acha hai, unki tenure 3.5 saal hai, jo ki is fund ko manage karne mein unhe ek strong understanding deta hai.
Volatility bhi is fund ke saath hai, kyunki small-cap stocks typically zyada volatile hote hain. Agar hum comparisons karein, toh similar category ke mutual funds ne better returns diye hain in the past. Yeh zaroori hai ki investors samjhein ki high growth potential ke saath high volatility bhi aata hai, isliye long-term view rakhna chahiye.
HSBC Mutual Fund Small Cap Fund - Direct Plan - Growth portfolio breakdown for investors
Ab baat karte hain HSBC Mutual Fund Small Cap Fund - Direct Plan - Growth ke portfolio ke baare mein. Fund ki top 5 holdings hain:
1. Aarti Drugs Ltd. (3.2%)
2. Hatsun Agro Product Ltd. (2.9%)
3. National Aluminium Company Ltd. (2.7%)
4. VST Tillers Tractors Ltd. (2.5%)
5. Repco Home Finance Ltd. (2.3%)
Yeh holdings fund ki strategy ke saath align karti hain kyunki yeh small-cap sector ki strong companies hain. Yeh sector typically growth potential ke liye jana jata hai, aur in companies ke fundamentals bhi strong hain. Iske alawa, sector allocation bhi diverse hai, jo ki risk ko diversify karne mein madad karta hai.
Investors jo small-cap mutual funds mein invest karte hain, unhe yeh pata hona chahiye ki is type ki equity investments mein volatility hoti hai, lekin long-term growth ke liye yeh ek accha option ban sakta hai.
HSBC Mutual Fund Small Cap Fund - Direct Plan - Growth riskometer and downside risk
HSBC Mutual Fund Small Cap Fund - Direct Plan - Growth ka riskometer "Very High" hai. Yeh fund un investors ke liye suitable hai jo high risk le sakte hain aur long-term mein wealth creation mein interested hain.
Volatility ki wajah se, is fund mein downside risk bhi hai. Agar aap conservative investor hain, toh shayad yeh fund aapke liye nahi hoga. Small-cap stocks mein market ki fluctuations ke saath zyada movement hoti hai, jo ki investors ko loss bhi de sakta hai.
Isliye, risk profile samajhna bahut zaroori hai. Agar aapko high volatility and potential drawdowns se koi dikkat nahi hai, toh yeh fund aapke liye sahi ho sakta hai. Sabse achha hota hai ki pehle ek accha risk assessment karein.