HSBC Small Cap Fund-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.27%
NAV: ₹87.56 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of HSBC Small Cap Fund-Growth

  • ₹18,512.7 Cr
    AUM
  • ₹87.56
    NAV
  • 1.77%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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HSBC Small Cap Fund-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.27% NA 4.26%
6 Months 7.87% NA 15.51%
1 Year 7.57% 7.57% -3.42%
2 Years 0.63% 0.31% 21.59%
3 Years 41.81% 12.35% 23.39%
5 Years 95.74% 14.38% 30.03%
7 Years 281.96% 21.10% NA
10 Years 353.83% 16.33% 17.69%
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As on Thu Nov 05, 2026

Asset Allocation of HSBC Small Cap Fund-Growth

equities

98.98%

other assets or cash equivalents

1.02%
Large Cap: 1.29%
Mid Cap: 22.74%
Small Cap: 75.97%
Other: 0.00%
Top Holdings
Repo
3.84%
Mtar Technologies Ltd
3.65%
Repo
3.86%
Multi Commodity Exchange Of India Ltd
3.66%
Multi Commodity Exchange Of India Ltd
3.26%
 
Top Sectors
Industrials
17.97%
Financial
15.94%
Unspecified
13.86%
Diversified
13.30%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About HSBC Small Cap Fund-Growth

HSBC Small Cap Fund-Growth is one Equity mutual fund offered by HSBC Mutual Fund. Launched on 12 May 2014, the fund aims Long term capital appreciation. Investment predominantly in equity and equity-related securities, including equity derivatives in Indian markets with key theme focus being emerging companies (small cap stocks); and foreign securities. It manages assets worth ₹18,512.7 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.77%.
The portfolio allocation consists of 98.98% in equities, 1.02% in other assets or cash equivalents.Managed by Venugopal Manghat, it has delivered a return of 7.57% in the last year, a total return since inception of 18.37%.
As exploring wealth creation strategies individuals generally look at best sip in india depending on performance consistency.

Read more
  • Sonal Gupta

    Fund Manager

  • Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering

    Manager Education

  • Venugopal Manghat

    Fund Manager

  • Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).

    Manager Education

Key Metrics of HSBC Small Cap Fund-Growth

  • Standard Deviation
    22.42%
  • Mean
    12.63%
  • Sharpe Ratio
    0.32%
  • Alpha
    -0.07%
  • Beta
    0.99%
  • Sortino Ratio
    0.47%

HSBC Small Cap Fund-Growth Fund Details

Fund Names HSBC Small Cap Fund-Growth
Inception Date 12 May 2014
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
HSBC Small Cap Fund-Growth Fund Returns Comparison

Compare HSBC Small Cap Fund-Growth with other mutual funds in the same category

HSBC Small Cap Fund-Growth

Invesco India Small Cap Fund Direct-Growth

Invesco India Small Cap Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Invesco India Small Cap Fund Direct-Growth trend ₹16,175 4.02% 0.69% 13.80% 21.42% 19.27%
Invesco India Small Cap Fund Direct-IDCW trend ₹16,175 4.02% 0.69% 13.80% 21.42% 19.27%
Bandhan Small Cap Fund Direct-Growth trend ₹35,856 -0.72% -1.89% 5.95% 22.90% 19.04%
Bandhan Small Cap Fund Direct-IDCW trend ₹35,856 -0.72% -1.89% 5.95% 22.90% 19.04%
Bank Of India Small Cap Fund Direct-Growth trend ₹3,671 -3.81% 1.05% 21.75% 19.70% 18.90%
Bank Of India Small Cap Fund Direct-IDCW trend ₹3,671 -3.81% 1.05% 21.75% 19.70% 18.90%
Invesco India Small Cap Fund Regular-Growth trend ₹16,175 3.92% 0.40% 12.39% 19.80% 17.61%
Invesco India Small Cap Fund Regular-IDCW trend ₹16,175 3.92% 0.40% 12.39% 19.80% 17.61%
Nippon India Small Cap Fund Direct-Growth trend ₹80,906 -1.06% -3.39% 4.14% 13.83% 17.48%
Nippon India Small Cap Fund Direct-IDCW trend ₹80,906 -1.06% -3.39% 4.14% 13.83% 17.48%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from HSBC Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
HSBC Small Cap Fund Direct-Growth increase ₹18,513 -1.26% -1.02% 8.43% 8.67% 13.50%
HSBC Small Cap Fund Direct-IDCW increase ₹18,513 -1.26% -1.02% 8.43% 8.67% 13.50%
HSBC Small Cap Fund-IDCW increase ₹18,513 -1.35% -1.27% 7.87% 7.57% 12.35%
increase growth is based on 1-month returns of the funds

HSBC Small Cap Fund-Growth Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Nippon India Small Cap Fund Direct-Growth trend ₹80,906 ₹200.74 13.83% 17.48% 20.24%
Nippon India Small Cap Fund-Growth trend ₹80,906 ₹177.44 12.97% 16.54% 19.14%
Nippon India Small Cap Fund Direct-IDCW trend ₹80,906 ₹106.76 13.83% 17.48% 20.24%
Nippon India Small Cap Fund-IDCW trend ₹80,906 ₹91.21 12.97% 16.54% 19.14%
SBI Small Cap Fund-Growth trend ₹41,059 ₹178.46 10.55% 11.24% 16.66%
SBI Small Cap Fund Direct-Growth trend ₹41,059 ₹206.38 11.51% 12.28% 17.87%
SBI Small Cap Fund Direct-IDCW trend ₹41,059 ₹140.87 11.51% 12.28% 17.87%
SBI Small Cap Fund-IDCW trend ₹41,059 ₹105.43 10.55% 11.24% 16.66%
HDFC Small Cap Fund Regular-Growth trend ₹40,801 ₹133.47 8.70% 12.30% 16.09%
HDFC Small Cap Fund Direct-Growth trend ₹40,801 ₹153.39 9.64% 13.31% 17.29%
View More
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow

HSBC Small Cap Fund-Growth Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified3.84%₹616.34 Cr
Mtar Technologies LtdIndustrials3.65%₹616.03 Cr
RepoUnspecified3.86%₹592.85 Cr
Multi Commodity Exchange Of India LtdFinancial3.66%₹584.75 Cr
Multi Commodity Exchange Of India LtdFinancial3.26%₹528.96 Cr
Mtar Technologies LtdIndustrials3.08%₹504.83 Cr
Mtar Technologies LtdIndustrials2.81%₹500.72 Cr
Mtar Technologies LtdIndustrials2.81%₹500.72 Cr
Mtar Technologies LtdIndustrials2.81%₹500.72 Cr
Mtar Technologies LtdIndustrials2.81%₹500.72 Cr
Apar Industries LtdDiversified2.66%₹493.00 Cr
Apar Industries LtdDiversified2.66%₹493.00 Cr
Apar Industries LtdDiversified2.66%₹493.00 Cr
Apar Industries LtdDiversified2.66%₹493.00 Cr
Apar Industries LtdDiversified2.66%₹493.00 Cr
RepoUnspecified2.98%₹492.89 Cr
Multi Commodity Exchange Of India LtdFinancial2.93%₹485.38 Cr
Multi Commodity Exchange Of India LtdFinancial2.93%₹485.38 Cr
RepoUnspecified3.18%₹477.66 Cr
Multi Commodity Exchange Of India LtdFinancial3.16%₹475.37 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Invesco India Small Cap Fund Direct-Growth increase ₹54.36 21.42% 19.27% -
Invesco India Small Cap Fund Direct-IDCW increase ₹40.38 21.42% 19.27% -
Bandhan Small Cap Fund Direct-Growth increase ₹55.80 22.90% 19.04% -
Bandhan Small Cap Fund Direct-IDCW increase ₹38.84 22.90% 19.04% -
Bank Of India Small Cap Fund Direct-Growth increase ₹64.59 19.70% 18.90% -
Bank Of India Small Cap Fund Direct-IDCW increase ₹48.37 19.70% 18.90% -
Invesco India Small Cap Fund Regular-Growth increase ₹48.26 19.80% 17.61% -
Invesco India Small Cap Fund Regular-IDCW increase ₹34.52 19.80% 17.61% -
Nippon India Small Cap Fund Direct-Growth increase ₹200.74 13.83% 17.48% -
Nippon India Small Cap Fund Direct-IDCW increase ₹106.76 13.83% 17.48% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

HSBC Small Cap Fund-Growth

What is the current AUM of HSBC Small Cap Fund-Growth?

As of Wed Sep 30, 2026, HSBC Small Cap Fund-Growth manages assets worth ₹18,512.7 crore

How has HSBC Small Cap Fund-Growth performed recently?

  • 3 Months: -1.27%
  • 6 Months: 7.87%

What is the long-term performance of HSBC Small Cap Fund-Growth?

  • 3 Years CAGR: 12.35%
  • 5 Years CAGR: 14.38%
  • Since Inception: 18.37%

What is the portfolio composition of HSBC Small Cap Fund-Growth?

Equity: 98.98%, Others: 1.02%.

Who manages HSBC Small Cap Fund-Growth?

HSBC Small Cap Fund-Growth is managed by Venugopal Manghat from HSBC Mutual Fund.

What is the market-cap allocation of HSBC Small Cap Fund-Growth?

Large Cap: 1.29%, Mid Cap: 22.74%, Small Cap: 75.97%.

Which are the top companies HSBC Small Cap Fund-Growth has invested in?

  • Repo – 3.84% of the fund's portfolio
  • MTAR Technologies Ltd – 3.65% of the fund's portfolio
  • Repo – 3.86% of the fund's portfolio
  • Multi Commodity Exchange Of India Ltd – 3.66% of the fund's portfolio
  • Multi Commodity Exchange Of India Ltd – 3.26% of the fund's portfolio

Which are the major sectors HSBC Small Cap Fund-Growth focuses on?

  • Industrials – 17.97% of the fund's portfolio
  • Financial – 15.94% of the fund's portfolio
  • Unspecified – 13.86% of the fund's portfolio
  • Diversified – 13.30% of the fund's portfolio
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