HSBC Small Cap Fund-Growth
HSBC Small Cap Fund-Growth: Mutual Fund Overview
HSBC Small Cap Fund-Growth is an Small Cap mutual fund with over 11.83 years of performance history. The scheme manages an AUM of ₹15374.92 Cr and has a NAV of ₹72.0154. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 4.67%.
Equity, Small Cap, Principal at very high risk
1 Year Return 4.67% at 12 Mar 2026 06:47 PM
Fund Details
NAV 72.0154
Sub-Type Small Cap
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 11.83
Fund Size(in Crores) 15374.92
Fund Performance
1 Month -6.83%
3 Month -6.53%
6 Month -11.36%
1 Year 4.67%
3 Year 14.68%
5 Year 18.42%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.58%) Market Cap Small Cap 71.68 Large Cap 2.63 Mid Cap 22.27 Top Sectors Financial 20.12 Capital Goods 15.78 Services 10.12 Healthcare 10 Consumer Staples 7.72 Materials 6.89 Automobile 6.04 Metals & Mining 5.21 Construction 3.87 Consumer Discretionary 3.5 Textiles 3.07 Chemicals 2.89 Technology 1.37 Top Holding Motilal Oswal Financial Services 1.33 Finolex Industries 0.64 Techno Electric & Eng. Co. 1.37 Somany Ceramics 0.32 Wim Plast 0.11 Housing & Urban Dev Corp 0.98 Seshaasai Technologies 0.16 Century Plyboards (India) 0.47 Sagility 0.5 BSE 0.29 Vinati Organics 0.6 IDFC First Bank 0.57 The Federal Bank 2.09 Ipca Laboratories 0.6 Kirloskar Oil Engines 0.48 Hindustan Foods 0.36 Eris Lifesciences 0.69 Persistent Systems 0.64 UNO Minda 0.46 Devyani International 0.79 Alkyl Amines Chemicals 0.44 RBL Bank 1.03 Suzlon Energy 0.17 Polycab India 1.81 Cera Sanitaryware 1.08 PNC Infratech 0.34 CCL Products 1.41 JK Tyre & Industries 0.47 National Aluminium Company 1.1 Godfrey Phillips India 0.3 Indo Count Industries 0.82 Aditya Birla Real Estate 0.57 HDB Financial Services 0.63 Carborundum Universal 0.44 Safari Industries (India) 0.28 Navin Fluorine International 0.63 Laurus Labs 0.75 Neuland Laboratories 1.35 LG Electronics India 0.53 Senores Pharmaceuticals 0.2 Nippon Life India Asset Management 1.48 Motherson Wiring 0.58 Firstsource Solutions 0.61 Metro Brands 0.41 CreditAccess Grameen 0.36 Welspun Living 1.31 PG Electroplast 0.52 UTI Asset Mgmt 0.06 KPIT Technologies 0.73 Tube Investments Of India 0.62 Cholamandalam Financial 1.11 Pine Labs 0.61 Nesco 0.49 Piramal Finance 0.45 Ratnamani Metals & Tubes 1.45 Kirloskar Pneumatic 1.4 PNB Housing Finance 1.83 Bikaji Foods International 1.22 Aegis Logistics 0.81 Oberoi Realty 0.62 Jindal Saw 0.21 Aster DM Healthcare 1.52 Carraro 0.54 Apar Industries 1.97 Delhivery 1.34 Lemon Tree Hotels 0.92 Radico Khaitan 1.1 eClerx Services 1.58 Wockhardt 1.17 City Union Bank 1.58 GE Vernova T&D 1.38 Concord Biotech 0.47 Vijaya Diagnostic Centre 0.97 Kaynes Technology India 0.8 IIFL Finance 0.98 EID Parry 0.79 Engineers India 1.49 Craftsman Automation 1.27 Supreme Petrochem 1.49 Sobha 0.93 Happy Forgings 0.84 Ather Energy 0.49 Swiggy 0.41 K.P.R. Mill 1.39 Prudent Corporate Advisory Services 0.69 Sumitomo Chemical India 1.22 Kajaria Ceramics 1.15 Sai Life Sciences 1.74 Finolex Cables 1.13 Hi-Tech Pipes 0.23 Kei Industries 1.79 Rolex Rings 0.34 Titagarh Rail Systems 0.74 PTC Industries 0.94 Karur Vysya Bank 3.09 Gokaldas Exports 0.86 Meesho 0.1 EIH 1.03 Emcure Pharmaceuticals 0.54 Jyoti CNC Automation 1.18 Time Technoplast 1.63 ZF Commercial 0.74 MTAR Technologies 1.94 KFin Technologies 1.25 Care Ratings 0.07 MCX 1.51 Sharda Motor Industries 0.67 Avalon Technologies 0.33 Amber Enterprises India 0.97 KEC International 0.6
Debt & Others (3.42%) Sector Allocation Net Payables -0.44 Repo 3.86 Debt Credit Ratings Debt Category Others 3.42
Comparison with same funds
Equity, Flexi Cap funds Abakkus Small Cap Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -5.48% Ret 1Y 10.0% Ret 3Y 23.12% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -5.48% Ret 1Y 10.0% Ret 3Y 23.12% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -5.48% Ret 1Y 10.0% Ret 3Y 23.12% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M -7.25% Ret 1Y 12.38% Ret 3Y 16.42% Ret 5Y 12.94%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M -7.25% Ret 1Y 12.38% Ret 3Y 16.42% Ret 5Y 12.94%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M -7.25% Ret 1Y 12.38% Ret 3Y 16.42% Ret 5Y 12.94%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -5.46% Ret 1Y 9.56% Ret 3Y 22.87% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -5.46% Ret 1Y 9.56% Ret 3Y 22.87% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -5.46% Ret 1Y 9.56% Ret 3Y 22.87% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -5.91% Ret 1Y 8.14% Ret 3Y 16.32% Ret 5Y 17.77%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.72%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Cheenu Gupta
Education Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Venugopal Manghat
Education Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Experience Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
Mayank Chaturvedi
Education Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Sonal Gupta
Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 37
Date of Incorporation 2014-05-12
Total AUM 137331.96
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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