VM
Venugopal ManghatFund Manager Since 17 Dec 2019
EquitySmall-Cap
HSBC Small Cap Fund Fund Direct Growth
3Y Annualised
18.57%
1.33% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.10%
1.33% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 1 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹16202.83 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment is Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment is 1%. If units are redeemed or switched out on or after 1 year from the date of allotment is Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Smallcap Fund Institutional Growth
12.01%
2nd
HSBC Small Cap Equity Fund Direct Growth
10.82%
3rd
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
10.82%
4th
HSBC Small Cap Equity Fund - IDCW Direct
10.82%
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
10.68%
114th
HSBC Small Cap Fund Fund Direct Growth
-3.10%
Fund Managers
VN
Vihang NaikFund Manager Since 17 Dec 2019
SG
Sonal GuptaFund Manager Since 5 Jul 2021
About HSBC Small Cap Fund Fund Direct Growth
HSBC Small Cap Fund Fund Direct Growth is a Equity mutual fund scheme from HSBC Asset Management (India) Private Ltd. This fund has been in existence for 11 years, having been launched on 2014-05-12. HSBC Small Cap Fund Fund Direct Growth has ₹16202.83 Cr worth of assets under management (AUM) as of Sun Dec 21 2025. The latest Net Asset Value (NAV) of HSBC Small Cap Fund Fund Direct Growth as of Fri Dec 19 2025 is ₹86.6377. The fund has an expense ratio of 0.64%, which is medium comparable to most other Equity funds.
HSBC Small Cap Fund Fund Direct Growth returns for the last 1 year are -13.80%. Since launch, it has delivered 20.45% average annual returns.
The HSBC Small Cap Fund Fund Direct Growth has the majority of its money invested in Financial Services, Technology, Real Estate, Healthcare, Consumer Cyclical sectors.
Top 5 Holdings of HSBC Small Cap Fund Fund Direct Growth.
- Multi Commodity Exchange of India Ltd: 3.26%
- Karur Vysya Bank Ltd: 2.23%
- Nippon Life India Asset Management Ltd Ordinary Shares: 2.11%
- eClerx Services Ltd: 2.05%
- Sobha Ltd: 1.78%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2014-05-12 |
| hsbcmf@hsbc.co.in | |
| Phone | +91 22 66145000 |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
| Address | HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort |
Tax Implications of HSBC Small Cap Fund Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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HSBC Small Cap Fund Fund Direct Growth
EquitySmall-Cap
3Y CAGR
18.57%
expense ratio
0.64%
fund size
₹16202.83 Cr
HSBC Small Cap Fund Fund Regular Growth
EquitySmall-Cap
3Y CAGR
17.36%
expense ratio
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fund size
₹16202.83 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
