HSBC Small Cap Fund Direct growth

Equity • Small Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Small Cap

Direct growth

Launched On
12 May 2014
11.4 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹90.82
-0.5602% (-0.50)
AUM
₹16,061 Cr
Expense ratio
0.65%
Benchmark
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Asset split
Market capital
Equity96.39%
Cash3.61%

What's in this fund?

Sectors
Holdings
Industrials

Industrials

29.95%
Financial Services

Financial Services

16.75%
Consumer Cyclical

Consumer Cyclical

16.15%
Basic Materials

Basic Materials

11.45%
Technology

Technology

8.96%

Fund House

HSBC

HSBC

Inc: 31 Mar 1997 • Total AUM: ₹1,23,565 Cr • Rank #16
HSBC Mutual Fund, started in 2002, has HSBC Securities and Capital Markets (India) Private Limited (HSCI) as its sponsor. The fund house is headed by Kailash Kulkarni as the CEO. As of 31 March 2024, it has an AUM of ₹1,09,766 Cr.

Fund Managers

Venugopal Manghat

Experience: 12.83 yrs • Total AUM: 2,23,336 Cr

Sonal Gupta

Experience: 4.17 yrs • Total AUM: 5,10,387 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.