HSBC Small Cap Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹18,513 Cr

Lock In Period

N/A

Expense Ratio

1.78

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

HSBC Small Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.24-1.2912.01
6M4.921.0526.68
1Y2.762.5877.31
3Y9.8513.6799.01

Portfolio Analysis

  • Equity: 99.21%
  • Debt: 0.79%
  • Others
As on: 2026-09-30
View allocation % by

1. Sai Life Sciences Ltd.2.21%
2. Neuland Laboratories Ltd1.86%
3. Laurus Labs Limited1.37%
4. WOCKHARDT LTD1.35%
5. Emcure Pharmaceuticals Limited0.93%
6. IPCA Laboratories Limited0.92%
7. Eris Lifesciences Limited0.50%
8. Senores Pharmaceuticals Limited0.37%

1. Karur Vysya Bank Limited2.04%
2. The Federal Bank Limited1.94%
3. City Union Bank Limited1.40%
4. RBL Bank Limited1.21%
5. IDFC First Bank Limited0.53%
6. AU Small Finance Bank Limited0.45%

1. Engineers India Limited2.18%
2. CRAFTSMAN AUTOMATION LIMITED1.53%
3. PTC INDUSTRIES LIMITED1.36%
4. INDO-MIM Limited0.60%

1. Motilal Oswal Financial Services Limited1.52%
2. KFIN Technologies Limited1.16%
3. Cholamandalam Financial Holdings Limited1.04%
4. Prudent Corporate Advisory Services Ltd0.76%
5. Angel One Limited0.46%
6. HDB Financial Services Limited0.46%

1. VIJAYA DIAGNOSTIC CENTRE LIMITED1.94%
2. Aster DM Healthcare Limited1.43%
3. Krishna Institute of Medical Science Ltd0.66%
4. Thyrocare Technologies Limited0.44%
5. Manipal Health Enterprises Limited0.43%

1. FINOLEX CABLES LTD1.67%
2. Polycab India Limited1.28%
3. KEI Industries Limited1.04%

1. Kajaria Ceramics Limited1.58%
2. Cera Sanitaryware Limited1.00%
3. SOMANY CERAMICS LIMITED0.40%

1. APAR INDUSTRIES LTD2.66%

1. K.P.R. Mill Ltd1.41%
2. INDO COUNT INDUSTRIES LIMITED1.18%

1. Mtar Technologies Limited1.69%
2. PARAS DEFENCE AND SPACE TECHNOLOGIES LTD0.55%
3. Data Patterns (India) Limited0.26%

1. AEGIS LOGISTICS LTD1.35%
2. Delhivery Limited1.04%

1. Jyoti Cnc Automation Ltd1.33%
2. TECHNO ELECTRIC & ENGINEERING COMPANY LI0.98%

1. HAPPY FORGINGS LIMITED1.82%
2. Rolex Rings Limited0.40%

1. PNB Housing Finance Limited1.96%
2. Home First Finance Company India Limited0.11%

1. Ratnamani Metals & Tubes Limited1.35%
2. Jindal Saw Ltd0.37%
3. APL Apollo Tubes Limited0.31%

1. Welspun Living Limited1.98%

1. Navin Fluorine International Limited1.88%

1. Radico Khaitan Limited1.85%

1. Ather Energy Limited1.85%

1. Devyani International Limited0.96%
2. Lemon Tree Hotels Limited0.65%

1. Dhoot Transmission Limited1.03%
2. UNO Minda Limited0.55%

1. eClerx Services Limited0.92%
2. Sagility Limited0.57%

1. CarTrade Tech Limited1.03%
2. SWIGGY LIMITED0.43%

1. IIFL Finance Limited0.99%
2. Piramal Finance Ltd0.44%

1. Sobha Limited0.83%
2. Oberoi Realty Limited0.60%

1. SUPREME PETROCHEM LIMITED1.40%

1. Time Technoplast Limited1.34%

1. Multi Commodity Exchange of India Ltd.1.32%

1. Nippon Life India Asset Management Ltd1.22%

1. CCL Products (India) Limited1.18%

1. BIKAJI FOODS INTERNATIONAL LIMITED0.83%
2. Hindustan Foods Ltd0.35%

1. Sumitomo Chemical India Limited1.09%

1. AVALON TECHNOLOGIES LIMITED0.61%
2. LG Electronics India Limited0.48%

1. GE Vernova T&D India Limited1.07%
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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 ₹18,513 Crore. The fund benchmarks its performance against the BSE SmallCap Total Return while maintaining an expense ratio of 1.78. 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
Kotak Small Cap Fund - Growth119,141 CR1.73
UTI Small Cap Fund Growth15,229 CR2.03
HSBC Small Cap Fund - Growth218,512 CR1.78
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundKotak Small Cap Fund - Growth-1.716227.8731
This FundUTI Small Cap Fund Growth-2.261332.3661
This FundHSBC Small Cap Fund - Growth2.760132.5692
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559

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 1.78. 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 : -9.24%
  • 6 Months : 4.92%
  • 1 Year : 2.76%
  • 3 Years : 9.85%
Returns of HSBC Small Cap Fund - Growth are updated daily based on NAV of ₹ 80.8863 as on Oct 23,2026. Since inception, the return has been 32.57%.

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 ₹18,513 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.
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