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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹13,882 Cr

Lock In Period

N/A

Expense Ratio

1.72

Benchmark

BSE SmallCap Total Return

Exit Load

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 - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.

Summary

Latest details for HSBC Small Cap Fund - Growth include a ₹79.618 NAV as of Apr 28,2026 and returns since inception of 62.34%. Minimum investments start at SIP ₹500. The HSBC Small Cap Fund - Growth AUM is ₹13,882 Cr, with a lock-in of N/A years, expense ratio of 1.72%, and benchmark BSE SmallCap Total Return. Exit load is - 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 - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 14.51% returns, against a category average of 2.42% and a category best of 18.81%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M14.512.4218.81
6M-2.261.6927.35
1Y8.185.9777.31
3Y17.5317.41135.18

Portfolio Analysis

  • Equity: 97.12%
  • Debt: 2.88%
  • Others
As on: 2026-03-31
View allocation % by

1. Sai Life Sciences Ltd.1.88%
2. Neuland Laboratories Ltd1.40%
3. WOCKHARDT LTD1.12%
4. Laurus Labs Limited0.92%
5. Emcure Pharmaceuticals Limited0.78%
6. Eris Lifesciences Limited0.73%
7. IPCA Laboratories Limited0.70%
8. Concord Biotech Limited0.43%
9. Senores Pharmaceuticals Limited0.22%

1. Karur Vysya Bank Limited3.04%
2. The Federal Bank Limited2.00%
3. City Union Bank Limited1.48%
4. RBL Bank Limited1.03%
5. IDFC First Bank Limited0.51%

1. Motilal Oswal Financial Services1.29%
2. KFIN Technologies Limited1.27%
3. Cholamandalam Financial Holdings Limited1.08%
4. Prudent Corporate Advisory Services Ltd0.70%
5. HDB Financial Services Limited0.56%

1. KEI Industries Limited1.47%
2. Polycab India Limited1.45%
3. FINOLEX CABLES LTD1.13%
4. Motherson Sumi Wiring India Limited0.55%

1. CRAFTSMAN AUTOMATION LIMITED1.37%
2. Engineers India Limited1.35%
3. PTC INDUSTRIES LIMITED1.22%

1. eClerx Services Limited1.53%
2. SAGILITY INDIA LIMITED0.71%
3. FIRSTSOURCE SOLUTIONS LTD0.65%

1. Aster DM Healthcare Limited1.72%
2. VIJAYA DIAGNOSTIC CENTRE LIMITED0.92%
3. Krishna Institute of Medical Science Ltd0.23%

1. Kajaria Ceramics Limited1.22%
2. Cera Sanitaryware Limited1.11%
3. SOMANY CERAMICS LIMITED0.31%

1. EIH Limited1.00%
2. Lemon Tree Hotels Limited0.90%
3. Devyani International Limited0.65%

1. TECHNO ELECTRIC & ENGINEERING COMPANY LI1.27%
2. Jyoti Cnc Automation Ltd1.15%

1. GE Vernova T&D India Limited1.69%
2. KEC International Limited0.58%

1. K.P.R. Mill Ltd1.42%
2. INDO COUNT INDUSTRIES LIMITED0.85%

1. Delhivery Limited1.43%
2. AEGIS LOGISTICS LTD0.78%

1. Ratnamani Metals & Tubes Limited1.44%
2. Jindal Saw Ltd0.33%
3. Hi-Tech Pipes Limited0.21%

1. Mtar Technologies Limited1.95%

1. APAR INDUSTRIES LTD1.93%

1. PNB Housing Finance Limited1.86%

1. Time Technoplast Limited1.55%
2. SAFARI INDUSTRIES (INDIA) LIMITED0.25%

1. BIKAJI FOODS INTERNATIONAL LIMITED1.32%
2. Hindustan Foods Ltd0.41%

1. SUPREME PETROCHEM LIMITED1.70%

1. Multi Commodity Exchange of India Ltd.1.38%
2. BSE Ltd0.31%

1. National Aluminium Company Limited1.65%

1. CCL Products (India) Limited1.60%

1. Sobha Limited0.87%
2. Oberoi Realty Limited0.64%

1. Radico Khaitan Limited1.49%

1. IIFL Finance Limited0.94%
2. Piramal Finance Ltd0.53%

1. PERSISTENT SYSTEMS LTD0.73%
2. Pine Labs Limited0.55%
3. Seshaasai Technologies Limited0.15%

1. Nippon Life India Asset Management Ltd1.31%

1. LG Electronics India Limited0.53%
2. PG Electroplast Limited0.43%
3. AVALON TECHNOLOGIES LIMITED0.33%

1. EID Parry India Limited0.79%
2. Nesco Limited0.49%

1. KIRLOSKAR PNEUMATIC CO.LTD.1.27%

1. Welspun Living Limited1.26%

1. Sumitomo Chemical India Limited1.23%

1. HAPPY FORGINGS LIMITED0.84%
2. Rolex Rings Limited0.31%

1. Navin Fluorine International Limited1.06%

About Fund

HSBC Small Cap Fund - Growth managed by HSBC Mutual Fund,is a Small-capscheme with Assets Under Management of ₹13,882 Crore. The fund benchmarks its performance against the BSE SmallCap Total Return while maintaining an expense ratio of 1.72. Under the expert guidance of Venugopal Manghat ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Venugopal Manghat

Mr. Venugopal holds B.Sc degree in Mathematics & MBA Finance. Prior this assignment, he was the Co-head Equities with Tata Asset Management Ltd. and was there from June 19, 1995 to January 20, 2012.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundCanara Robeco Small Cap Fund Growth311602.93 CR1.71
This FundHDFC Small Cap Fund - Growth433724.28 CR1.57
This FundHSBC Small Cap Fund - Growth213881.79 CR1.72
This FundBandhan Small Cap Fund Growth520129.67 CR1.64
Fund Name1Y3Y
This FundCanara Robeco Small Cap Fund Growth8.552858.7164
This FundHDFC Small Cap Fund - Growth7.371561.2582
This FundHSBC Small Cap Fund - Growth8.175162.3435
This FundBandhan Small Cap Fund Growth13.2243125.88

FAQs

HSBC Small Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Small Cap Fund - Growth is 1.72. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Small Cap Fund - Growth’s fund performance is as follows:
  • 1 Month : 14.51%
  • 6 Months : -2.26%
  • 1 Year : 8.18%
  • 3 Years : 17.53%
Returns of HSBC Small Cap Fund - Growth are updated daily based on NAV of ₹ 79.618 as on Apr 28,2026. Since inception, the return has been 62.34%.

You can invest in HSBC Small Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Small Cap Fund - Growth is ₹13,882 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Small Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500