HSBC Small Cap Fund - Growth Return

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  • 1Y
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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)

₹19,076 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(%)
1M0.36-0.6112.01
6M32.222.9643.86
1Y11.784.0077.31
3Y14.1611.0399.01

Portfolio Analysis

  • Equity: 98.98%
  • Debt: 1.02%
  • Others
As on: 2026-08-31
View allocation % by

1. Sai Life Sciences Ltd.2.05%
2. Neuland Laboratories Ltd1.95%
3. Laurus Labs Limited1.29%
4. WOCKHARDT LTD1.17%
5. IPCA Laboratories Limited0.92%
6. Emcure Pharmaceuticals Limited0.86%
7. Eris Lifesciences Limited0.53%
8. Senores Pharmaceuticals Limited0.37%

1. Karur Vysya Bank Limited2.12%
2. The Federal Bank Limited2.11%
3. City Union Bank Limited1.38%
4. RBL Bank Limited1.10%
5. IDFC First Bank Limited0.54%
6. AU Small Finance Bank Limited0.47%

1. Motilal Oswal Financial Services1.54%
2. KFIN Technologies Limited1.30%
3. Cholamandalam Financial Holdings Limited1.08%
4. Prudent Corporate Advisory Services Ltd0.87%
5. HDB Financial Services Limited0.49%
6. Angel One Limited0.46%

1. VIJAYA DIAGNOSTIC CENTRE LIMITED1.99%
2. Aster DM Healthcare Limited1.50%
3. Krishna Institute of Medical Science Ltd0.65%
4. Thyrocare Technologies Limited0.49%
5. Manipal Health Enterprises Limited0.45%

1. CRAFTSMAN AUTOMATION LIMITED1.60%
2. Engineers India Limited1.56%
3. PTC INDUSTRIES LIMITED1.31%
4. INDO-MIM Limited0.17%

1. Polycab India Limited1.46%
2. KEI Industries Limited1.41%
3. FINOLEX CABLES LTD1.39%

1. Kajaria Ceramics Limited1.54%
2. Cera Sanitaryware Limited1.09%
3. SOMANY CERAMICS LIMITED0.35%

1. K.P.R. Mill Ltd1.46%
2. INDO COUNT INDUSTRIES LIMITED1.17%

1. HAPPY FORGINGS LIMITED2.08%
2. Rolex Rings Limited0.37%

1. APAR INDUSTRIES LTD2.33%

1. AEGIS LOGISTICS LTD1.20%
2. Delhivery Limited1.13%

1. Ather Energy Limited2.16%

1. Jyoti Cnc Automation Ltd1.24%
2. TECHNO ELECTRIC & ENGINEERING COMPANY LI0.92%

1. Devyani International Limited0.99%
2. Lemon Tree Hotels Limited0.65%
3. EIH Limited0.51%

1. Mtar Technologies Limited1.23%
2. PARAS DEFENCE AND SPACE TECHNOLOGIES LTD0.59%
3. Data Patterns (India) Limited0.27%

1. Ratnamani Metals & Tubes Limited1.27%
2. Jindal Saw Ltd0.40%
3. APL Apollo Tubes Limited0.31%
4. Hi-Tech Pipes Limited0.05%

1. PNB Housing Finance Limited1.80%
2. Home First Finance Company India Limited0.11%

1. Multi Commodity Exchange of India Ltd.1.32%
2. BSE Ltd0.54%

1. Radico Khaitan Limited1.84%

1. Welspun Living Limited1.66%

1. eClerx Services Limited0.97%
2. SAGILITY INDIA LIMITED0.61%

1. Navin Fluorine International Limited1.55%

1. IIFL Finance Limited1.03%
2. Piramal Finance Ltd0.49%

1. Time Technoplast Limited1.34%
2. SAFARI INDUSTRIES (INDIA) LIMITED0.16%

1. CarTrade Tech Limited1.03%
2. SWIGGY LIMITED0.47%

1. Sobha Limited0.83%
2. Oberoi Realty Limited0.61%

1. BIKAJI FOODS INTERNATIONAL LIMITED0.97%
2. Hindustan Foods Ltd0.39%

1. Nippon Life India Asset Management Ltd1.30%

1. Sumitomo Chemical India Limited1.27%

1. SUPREME PETROCHEM LIMITED1.22%

1. CCL Products (India) Limited1.21%

1. UNO Minda Limited0.58%
2. Dhoot Transmission Limited0.54%

1. GE Vernova T&D India Limited1.10%

1. AVALON TECHNOLOGIES LIMITED0.62%
2. LG Electronics India Limited0.45%
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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 ₹19,076 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
Franklin India Small Cap Fund Growth314,746 CR1.85
UTI Small Cap Fund Growth15,447 CR2.01
HSBC Small Cap Fund - Growth219,076 CR1.78
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundFranklin India Small Cap Fund Growth3.575942.0291
This FundUTI Small Cap Fund Growth4.542544.1302
This FundHSBC Small Cap Fund - Growth11.77748.7763
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 : 0.36%
  • 6 Months : 32.22%
  • 1 Year : 11.78%
  • 3 Years : 14.16%
Returns of HSBC Small Cap Fund - Growth are updated daily based on NAV of ₹ 91.0651 as on Sep 25,2026. Since inception, the return has been 48.78%.

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 ₹19,076 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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