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HSBC Small Cap Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

HSBC Small Cap Fund - Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹16,877 Cr

Lock In Period

N/A

Expense Ratio

1.68

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.

Benchmark

BSE SmallCap Total Return

Summary

HSBC Small Cap Fund - Growth NAV is ₹85.2487 as of 19 Jun, 2026. HSBC Small Cap Fund - Growth has delivered 55.25% returns since its launch. The minimum SIP investment amount in HSBC Small Cap Fund - Growth is ₹500. The AUM of HSBC Small Cap Fund - Growth is ₹16,877 Cr. The expense ratio of the fund is 1.68%, and its benchmark is BSE SmallCap Total Return. The current exit load of the fund 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 last 1M months, HSBC Small Cap Fund - Growth has delivered 3.48% returns.

HSBC Small Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.480.5812.01
6M9.032.1027.35
1Y2.624.8377.31
3Y15.7914.38114.31

Portfolio Analysis

  • Equity: 98.62%
  • Debt: 1.38%
  • Others
As on: 2026-05-31
View allocation % by

1. Sai Life Sciences Ltd.1.84%
2. Neuland Laboratories Ltd1.64%
3. WOCKHARDT LTD1.60%
4. Laurus Labs Limited1.03%
5. Emcure Pharmaceuticals Limited0.75%
6. Eris Lifesciences Limited0.64%
7. IPCA Laboratories Limited0.55%
8. Senores Pharmaceuticals Limited0.31%

1. Karur Vysya Bank Limited1.99%
2. The Federal Bank Limited1.93%
3. City Union Bank Limited1.30%
4. RBL Bank Limited1.13%
5. IDFC First Bank Limited0.50%

1. Motilal Oswal Financial Services1.47%
2. Cholamandalam Financial Holdings Limited1.30%
3. KFIN Technologies Limited1.02%
4. Angel One Limited0.94%
5. Prudent Corporate Advisory Services Ltd0.72%
6. HDB Financial Services Limited0.54%

1. Polycab India Limited1.65%
2. KEI Industries Limited1.47%
3. FINOLEX CABLES LTD1.43%
4. Motherson Sumi Wiring India Limited0.48%

1. Engineers India Limited1.52%
2. CRAFTSMAN AUTOMATION LIMITED1.46%
3. PTC INDUSTRIES LIMITED1.09%

1. Aster DM Healthcare Limited1.64%
2. VIJAYA DIAGNOSTIC CENTRE LIMITED1.53%
3. Krishna Institute of Medical Science Ltd0.74%

1. Mtar Technologies Limited3.65%

1. BSE Ltd2.17%
2. Multi Commodity Exchange of India Ltd.1.40%

1. Kajaria Ceramics Limited1.27%
2. Cera Sanitaryware Limited1.17%
3. SOMANY CERAMICS LIMITED0.35%

1. EIH Limited0.87%
2. Lemon Tree Hotels Limited0.78%
3. Devyani International Limited0.66%

1. K.P.R. Mill Ltd1.36%
2. INDO COUNT INDUSTRIES LIMITED0.88%

1. GE Vernova T&D India Limited2.18%

1. eClerx Services Limited1.15%
2. SAGILITY INDIA LIMITED0.60%
3. FIRSTSOURCE SOLUTIONS LTD0.35%

1. PNB Housing Finance Limited2.08%

1. Delhivery Limited1.26%
2. AEGIS LOGISTICS LTD0.81%

1. Ratnamani Metals & Tubes Limited1.38%
2. Jindal Saw Ltd0.36%
3. Hi-Tech Pipes Limited0.21%

1. TECHNO ELECTRIC & ENGINEERING COMPANY LI1.15%
2. Jyoti Cnc Automation Ltd0.78%

1. APAR INDUSTRIES LTD1.92%

1. Radico Khaitan Limited1.64%

1. Time Technoplast Limited1.41%
2. SAFARI INDUSTRIES (INDIA) LIMITED0.21%

1. KIRLOSKAR PNEUMATIC CO.LTD.1.58%

1. National Aluminium Company Limited1.49%

1. Nippon Life India Asset Management Ltd1.48%

1. BIKAJI FOODS INTERNATIONAL LIMITED1.13%
2. Hindustan Foods Ltd0.35%

1. Sobha Limited0.80%
2. Oberoi Realty Limited0.63%

1. Sumitomo Chemical India Limited1.39%

1. CCL Products (India) Limited1.33%

1. Welspun Living Limited1.32%

1. IIFL Finance Limited0.84%
2. Piramal Finance Ltd0.46%

1. SUPREME PETROCHEM LIMITED1.26%

1. Navin Fluorine International Limited1.20%

1. HAPPY FORGINGS LIMITED0.83%
2. Rolex Rings Limited0.32%

1. Ather Energy Limited1.13%

1. EID Parry India Limited0.63%
2. Nesco Limited0.47%

1. PERSISTENT SYSTEMS LTD0.45%
2. Pine Labs Limited0.42%
3. Seshaasai Technologies Limited0.16%

About Fund HSBC Small Cap Fund - Growth

HSBC Small Cap Fund - Growth managed by HSBC Mutual Fund,is a Small-capscheme with Assets Under Management of ₹16,877 Crore. The fund benchmarks its performance against the BSE SmallCap Total Return while maintaining an expense ratio of 1.68. 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
HDFC Small Cap Fund - Growth438809.48 CR1.53
Axis Small Cap Fund Growth327840.05 CR1.58
HSBC Small Cap Fund - Growth216876.72 CR1.68
Bandhan Small Cap Fund Growth527219.13 CR1.59
Fund Name1Y3Y
This FundHDFC Small Cap Fund - Growth-1.223146.7049
This FundAxis Small Cap Fund Growth3.041452.7712
This FundHSBC Small Cap Fund - Growth2.616555.2527
This FundBandhan Small Cap Fund Growth4.789105.8569

HSBC Small Cap Fund - Growth 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 1.68. 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 : 3.48%
  • 6 Months : 9.03%
  • 1 Year : 2.62%
  • 3 Years : 15.79%
Returns of HSBC Small Cap Fund - Growth are updated daily based on NAV of ₹ 85.2487 as on Jun 17,2026. Since inception, the return has been 55.25%.

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 ₹16,877 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.