How to Invest in HSBC Small Cap Fund Direct Growth?

You can easily invest in HSBC Small Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for HSBC Small Cap Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in HSBC Small Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Small Cap Fund Direct Growth provide?

The HSBC Small Cap Fund Direct Growth has been there from 12 May 2014 and the average annual returns provided by this fund is 40.82% since its inception.

How much expense ratio is charged by HSBC Small Cap Fund Direct Growth?

The term Expense Ratio used for HSBC Small Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of HSBC Small Cap Fund Direct Growth is 0.70% as of 04 Dec 2023...

What is the AUM of HSBC Small Cap Fund Direct Growth?

The AUM, short for Assets Under Management of HSBC Small Cap Fund Direct Growth is ₹11,551.58Cr as of 04 Dec 2023.

How to Redeem HSBC Small Cap Fund Direct Growth?

If you want to sell your HSBC Small Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Small Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of HSBC Small Cap Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of HSBC Small Cap Fund Direct Growth?

The NAV of HSBC Small Cap Fund Direct Growth is ₹73.54 as of 01 Dec 2023.

What is the PE and PB ratio of HSBC Small Cap Fund Direct Growth?

The PE ratio ratio of HSBC Small Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

HSBC Small Cap Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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HSBC Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
40.35%
3Y annualised
+0.52% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹73.54
Min. SIP amount₹500
Rating3
Fund size₹11,551.58Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns40.8%40.4%23.8%22.2%
Category average33.8%33.5%23.9%NA
Rank with in category6312NA
Understand terms
Holdings (92)NameSectorInstrumentAssets
K.P.R. Mill Ltd.
TextilesEquity3.5%
Apar Industries Ltd.
DiversifiedEquity3.2%
Sonata Software Ltd.
TechnologyEquity2.5%
KPIT Technologies Ltd.
TechnologyEquity2.3%
Cera Sanitaryware Ltd.
ConstructionEquity2.2%
Birlasoft Ltd.
TechnologyEquity2.2%
Ratnamani Metals & Tubes Ltd.
Metals & MiningEquity2.1%
Kei Industries Ltd.
Capital GoodsEquity2.0%
Brigade Enterprises Ltd.
ConstructionEquity2.0%
EIH Ltd.
ServicesEquity1.9%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Small Cap
Pros
Cons
Consistently higher annualised returns than category average for the past 1Y and 3Y
5Y annualised returns lower than category average by 0.06%
Lower expense ratio: 0.7%
Higher alpha: 9.69
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y 
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
24 Nov 2023 - Present
0.70%
23 Nov 2023 - 24 Nov 2023
0.70%
22 Nov 2023 - 23 Nov 2023
0.70%
21 Nov 2023 - 22 Nov 2023
0.70%
20 Nov 2023 - 21 Nov 2023
0.70%
17 Nov 2023 - 20 Nov 2023
0.70%
16 Nov 2023 - 17 Nov 2023
0.70%
15 Nov 2023 - 16 Nov 2023
0.70%
13 Nov 2023 - 15 Nov 2023
0.70%
10 Nov 2023 - 13 Nov 2023
0.70%
09 Nov 2023 - 10 Nov 2023
0.70%
08 Nov 2023 - 09 Nov 2023
0.70%
07 Nov 2023 - 08 Nov 2023
0.70%
06 Nov 2023 - 07 Nov 2023
0.71%
03 Nov 2023 - 06 Nov 2023
0.71%
02 Nov 2023 - 03 Nov 2023
0.71%
01 Nov 2023 - 02 Nov 2023
0.71%
31 Oct 2023 - 01 Nov 2023
0.71%
30 Oct 2023 - 31 Oct 2023
0.71%
27 Oct 2023 - 30 Oct 2023
0.71%
26 Oct 2023 - 27 Oct 2023
0.71%
25 Oct 2023 - 26 Oct 2023
0.71%
23 Oct 2023 - 25 Oct 2023
0.71%
20 Oct 2023 - 23 Oct 2023
0.70%
19 Oct 2023 - 20 Oct 2023
0.70%
18 Oct 2023 - 19 Oct 2023
0.70%
17 Oct 2023 - 18 Oct 2023
0.70%
16 Oct 2023 - 17 Oct 2023
0.70%
13 Oct 2023 - 16 Oct 2023
0.70%
12 Oct 2023 - 13 Oct 2023
0.70%
11 Oct 2023 - 12 Oct 2023
0.71%
10 Oct 2023 - 11 Oct 2023
0.71%
09 Oct 2023 - 10 Oct 2023
0.71%
06 Oct 2023 - 09 Oct 2023
0.71%
05 Oct 2023 - 06 Oct 2023
0.71%
04 Oct 2023 - 05 Oct 2023
0.71%
03 Oct 2023 - 04 Oct 2023
0.71%
30 Sep 2023 - 03 Oct 2023
0.71%
29 Sep 2023 - 30 Sep 2023
0.71%
27 Sep 2023 - 29 Sep 2023
0.71%
26 Sep 2023 - 27 Sep 2023
0.71%
25 Sep 2023 - 26 Sep 2023
0.71%
22 Sep 2023 - 25 Sep 2023
0.71%
21 Sep 2023 - 22 Sep 2023
0.71%
20 Sep 2023 - 21 Sep 2023
0.71%
18 Sep 2023 - 20 Sep 2023
0.71%
15 Sep 2023 - 18 Sep 2023
0.71%
14 Sep 2023 - 15 Sep 2023
0.71%
13 Sep 2023 - 14 Sep 2023
0.71%
12 Sep 2023 - 13 Sep 2023
0.71%
11 Sep 2023 - 12 Sep 2023
0.70%
08 Sep 2023 - 11 Sep 2023
0.70%
07 Sep 2023 - 08 Sep 2023
0.71%
06 Sep 2023 - 07 Sep 2023
0.71%
05 Sep 2023 - 06 Sep 2023
0.71%
04 Sep 2023 - 05 Sep 2023
0.71%
01 Sep 2023 - 04 Sep 2023
0.71%
31 Aug 2023 - 01 Sep 2023
0.71%
31 Jul 2023 - 31 Aug 2023
0.72%
30 Jun 2023 - 31 Jul 2023
0.73%
31 May 2023 - 30 Jun 2023
0.74%
30 Apr 2023 - 31 May 2023
0.74%
31 Mar 2023 - 30 Apr 2023
0.77%
28 Feb 2023 - 31 Mar 2023
0.77%
31 Jan 2023 - 28 Feb 2023
0.75%
31 Dec 2022 - 31 Jan 2023
0.78%
31 Dec 2022 - 31 Dec 2022
0.78%
30 Nov 2022 - 31 Dec 2022
0.77%
30 Nov 2022 - 30 Nov 2022
0.77%
31 Oct 2022 - 30 Nov 2022
0.78%
Expense ratio, exit load and taxExpense ratio: 0.70%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementVenugopal Manghat
Dec 2019 - Present
View details
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.
Also manages these schemes
L&T Flexicap Fund Direct Growth
L&T India Large Cap Fund Direct Growth
L&T Large and Midcap Fund Direct Growth
L&T Conservative Hybrid Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
L&T Focused Equity Fund Direct Growth
HSBC Multi Cap Fund Direct Growth
Cheenu Gupta
Oct 2023 - Present
View details
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.
Also manages these schemes
Canara Robeco Infrastructure Direct Growth
Canara Robeco Equity Hybrid Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct Growth
Canara Robeco ELSS Tax Saver Direct Growth
L&T India Large Cap Fund Direct Growth
L&T Large and Midcap Fund Direct Growth
L&T Conservative Hybrid Fund Direct Growth
HSBC Conservative Hybrid Fund Direct Growth
HSBC Tax Saver Equity Fund Direct Growth
Canara Robeco Capital Protection Oriented Fund Series 6 Direct Growth
Canara Robeco Dual Advantage Fund Series 1 Direct Growth
Canara Robeco Small Cap Fund Direct Growth
HSBC Large and Mid Cap Fund Direct Growth
HSBC Focused Fund Direct Growth
HSBC Midcap Fund Direct Growth
HSBC Small Cap Fund Direct Growth
Fund house & investment objective
HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM₹98,466.32Cr
Date of Incorporation27 May 2002
 HSBC Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Sonal Gupta is the Current Fund Manager of HSBC Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹98,466 Cr and the Latest NAV as of 01 Dec 2023 is ₹73.54.
The HSBC Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
;
Investment ObjectiveThe Scheme will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation.
;
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
E-mail
NA
Website
www.assetmanagement.hsbc.co.in
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
HSBC Small Cap Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	40.8%	40.4%	23.8%	22.2%
Category average	33.8%	33.5%	23.9%	NA
Rank with in category	6	3	12	NA

Name	Sector	Instrument	Assets
K.P.R. Mill Ltd.	Textiles	Equity	3.5%
Apar Industries Ltd.	Diversified	Equity	3.2%
Sonata Software Ltd.	Technology	Equity	2.5%
KPIT Technologies Ltd.	Technology	Equity	2.3%
Cera Sanitaryware Ltd.	Construction	Equity	2.2%
Birlasoft Ltd.	Technology	Equity	2.2%
Ratnamani Metals & Tubes Ltd.	Metals & Mining	Equity	2.1%
Kei Industries Ltd.	Capital Goods	Equity	2.0%
Brigade Enterprises Ltd.	Construction	Equity	2.0%
EIH Ltd.	Services	Equity	1.9%

Rank (total assets)	#21 in India
Total AUM	₹98,466.32Cr

Date of Incorporation	27 May 2002

Fund benchmark	NIFTY Smallcap 250 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	3
Fund size	₹11,551.58Cr

HSBC Small Cap Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (92)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.70%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Venugopal ManghatDec 2019 - PresentView details

Cheenu GuptaOct 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Venugopal Manghat
Dec 2019 - Present
View details

Cheenu Gupta
Oct 2023 - Present
View details