- Mutual Funds
- HSBC Mutual Fund
- HSBC Small Cap Fund (G)
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Scheme Information
The Scheme will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation.
Expense Ratio | 1.71 % |
Launched 10Y ago | 2014-05-12 |
AUM in Crores | 14493.3 |
ISIN | INF917K01QC7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 18.2 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
Apar Industries Ltd.
3.47%Others
3.05%Techno Electric & Engineering Company Ltd.
2.6%KPIT Technologies Ltd.
2.39%NCC Ltd.
2.39%
Allocation by Sector
Capital Goods
15.25%Financial
12.15%Services
10.72%Construction
8.32%Healthcare
7.87%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
HSBC Small Cap Fund (G) Review
HSBC Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 18.86% over 10 years. The fund has grown over a period of 10 years. The fund is managed by HSBC Mutual Fund. The fund managers are Cheenu Gupta, Sonal Gupta, Venugopal Manghat.
Nav of HSBC Small Cap Fund (G) as of 4/15/2025 is ₹72.55 with the total AUM as of 4/16/2025 is ₹14493.32. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Small Cap Fund (G) was launched on 2014-05-12. The category risk of the fund is Very High.
The minimum SIP amount for HSBC Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HSBC Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Smallcap 250 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered -3.75% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Small Cap Fund (G).