ad
HSBC Small Cap Fund(G)-Direct Plan

HSBC Small Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+18.18%

5Y annualised

Expert Rating Locked 🔒

Subscribe to unlock the ratings

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit.
  • Mattis eget etiam curabitur a cras malesuada pulvinar.

Buy, Hold or Sell?

Unlock our SEBI-RIA verdict on this fund.

Locked

NAV : 10 Sep 2026

₹103.74

Min. SIP amount

₹500

Fund size (AUM)

19076 Cr

Expense ratio

0.64%

Launched on

12 May 2014

Lock-in period

N/A

Benchmark

Nifty Small Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,62,965

Stock Allocation

Stock nameSectorAllocation
Apar Industries LtdCapital Goods2.33%
Ather Energy LimitedDomestic Equities2.16%
Karur Vysya Bank LimitedBank2.12%

Fund Composition

19076 Cr

Large Cap

1.91%

Mid Cap

23.35%

Small Cap

72.51%

Others

2.23%

Sector Allocation

19076 Cr

Finance

11.68%

Healthcare

11.35%

Automobile & Ancillaries

10.05%

Domestic Equities

8.12%

Capital Goods

7.89%

Bank

7.72%

Electricals

5.61%

Textile

5.14%

Others

31.60%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

VM

Venugopal Manghat

Present

Similar/Peer Fund Comparison

Fund name
T

TRUSTMF Small Cap Fund(G)-Direct Plan

+0.00%
B

Bank of India Small Cap Fund(G)-Direct Plan

+21.86%
M

Motilal Oswal Small Cap Fund(G)-Direct Plan

+0.00%
U

Union Small Cap Fund(G)-Direct Plan

+17.51%
I

ITI Small Cap Fund(G)-Direct Plan

+25.25%
A

Aditya Birla SL Small Cap Fund(G)-Direct Plan

+15.63%
M

Mahindra Manulife Small Cap Fund(G)-Direct Plan

+20.80%
L

LIC MF Small Cap Fund(G)-Direct Plan

+18.71%

FAQs

HSBC Small Cap Fund(G)-Direct Plan is a part of HSBC Global Asset Management (India) Private Limited, it was incepted on 12 May 2014. This fund is managed by Venugopal Manghat. It is a Equity type of fund.

The current NAV of HSBC Small Cap Fund(G)-Direct Plan is ₹103.74 (as of 10 Sep 2026).

HSBC Small Cap Fund(G)-Direct Plan has delivered 14.91% in 1 year, 14.58% in 3 years, and 18.18% in 5 years (annualised).

The minimum SIP amount for HSBC Small Cap Fund(G)-Direct Plan is ₹500.

The expense ratio of HSBC Small Cap Fund(G)-Direct Plan is 0.64%.

PRO Mutual Fund Advisory is Univest's personalised mutual fund advisory service. We analyse your portfolio, risk protile and goals to recommend the right mix of funds for you.

Anyone looking for personalised fund guidance—whether you're starting your MF journey or existing investors who want guidance on improving or restructuring their existing MF portfolio

Our recommendations are built on your profile, risk level, goals, existing portfolio, and Univest's proprietary fund ratings, not generic lists or trending funds.

A. Basic (PRO MF) - Get a personalised basket built for your goals and risk level, along with a complete portfolio health check, quarterly rebalancing guidance, and smart insights to optimise your returns.
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.

You can choose to execute them from any platform you already use. However, executing on Univest gives you a smoother experience with one-click investing and effortless rebalancing

GET THE APP

Join 1Cr users today.

SEBI Registered Analyst-backed Picks. Free Demat. One App

  • Free Demat account in under 5 minutes
  • Live market data — Nifty, Sensex, sector insights
  • SEBI Registered analyst-backed stock picks
Get it on Google PlayDownload on the App Store
Stocks:
All|a|b|c|d|e|f|g|h|i|j|k|l|m|n|o|p|q|r|s|t|u|v|w|x|y|z

Copyright 2026 Univest. All rights reserved.
Designed with ❤️ in India

arrow down