How to Invest in HSBC Small Cap Equity Fund Direct Growth?

You can easily invest in HSBC Small Cap Equity 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 Equity 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 Equity Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

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

The HSBC Small Cap Equity Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is -8.76% since its inception.

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

The term Expense Ratio used for HSBC Small Cap Equity 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 Equity Fund Direct Growth is 1.09% as of 15 Jan 2025...

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

The AUM, short for Assets Under Management of HSBC Small Cap Equity Fund Direct Growth is ₹300.29Cr as of 15 Jan 2025.

How to Redeem HSBC Small Cap Equity Fund Direct Growth?

If you want to sell your HSBC Small Cap Equity 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 Equity Fund Direct Growth?

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

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

The NAV of HSBC Small Cap Equity Fund Direct Growth is ₹90.74 as of 25 Nov 2022.

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

The PE ratio ratio of HSBC Small Cap Equity 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 Equity Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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HSBC Small Cap Equity Fund Direct Growth
Equity
Small Cap
Very High Risk
25.58%
3Y annualised
+0.54% 1D
1M
6M
1Y
3Y
5Y
All
  NAV: 25 Nov 2022₹90.74
Min. SIP amountNot Supported
Rating2
Fund size₹300.29Cr
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 returns-8.8%25.6%7.6%15.9%
Category average12.8%16.4%27.7%NA
Rank with in category272013NA
Understand terms
Peer ComparisonEquity, Small Cap fundsRating1Y3YFund Size(Cr)
Invesco India Smallcap Fund Direct   Growth
4
25.7%22.4%5,376.18
Nippon India Small Cap Fund Direct  Growth
5
16.1%21.9%62,259.56
Tata Small Cap Fund Direct   Growth
5
20.8%21.8%9,319.04
Quant Small Cap Fund Direct Plan Growth
4
12.1%21.6%26,644.74
Bank of India Small Cap Fund Direct Growth
4
19.9%18.9%1,516.96
Holdings (47)NameSectorInstrumentAssets
Kei Industries Ltd.
Capital GoodsEquity4.30%
Radico Khaitan Ltd.
Consumer StaplesEquity4.16%
APL Apollo Tubes Ltd.
Metals & MiningEquity3.95%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity3.94%
Dixon Technologies (India) Ltd.
Capital GoodsEquity3.76%
Rainbow Childrens Medicare Ltd.
HealthcareEquity2.87%
JK Lakshmi Cement Ltd.
ConstructionEquity2.76%
Mahindra Logistics Ltd.
ServicesEquity2.69%
Multi Commodity Exchange Of India Ltd.
ServicesEquity2.56%
Carborundum Universal Ltd.
Metals & MiningEquity2.54%
Brigade Enterprises Ltd.
ConstructionEquity2.50%
CCL Products (India) Ltd.
Consumer StaplesEquity2.50%
Neogen Chemicals Ltd.
ChemicalsEquity2.49%
VIP Industries Ltd.
ChemicalsEquity2.49%
CreditAccess Grameen Ltd.
FinancialEquity2.44%
Amber Enterprises India Ltd.
Consumer DiscretionaryEquity2.41%
PVR Ltd.
ServicesEquity2.36%
Navin Fluorine International Ltd.
ChemicalsEquity2.27%
Laurus Labs Ltd.
HealthcareEquity2.27%
Lemon Tree Hotels Ltd.
ServicesEquity2.24%
Vinati Organics Ltd.
ChemicalsEquity2.22%
Can Fin Homes Ltd.
FinancialEquity2.10%
Camlin Fine Sciences Ltd.
ChemicalsEquity2.09%
V-Mart Retail Ltd.
ServicesEquity2.00%
Coforge Ltd.
TechnologyEquity1.90%
Polycab India Ltd.
Capital GoodsEquity1.85%
Motherson Sumi Wiring India Ltd.
AutomobileEquity1.75%
Metropolis Healthcare Ltd.
HealthcareEquity1.69%
Arvind Ltd.
TextilesEquity1.64%
ACC Ltd.
ConstructionEquity1.59%
Infosys Ltd.
TechnologyEquity1.54%
Oberoi Realty Ltd.
ConstructionEquity1.54%
TCNS Clothing Co Ltd.
TextilesEquity1.53%
Apollo Tyres Ltd.
AutomobileEquity1.45%
LatentView Analytics Ltd.
TechnologyEquity1.31%
PNC Infratech Ltd.
ConstructionEquity1.29%
KEC International Ltd.
Capital GoodsEquity1.17%
Fine Organic Industries Ltd.
ChemicalsEquity1.15%
Prudent Corporate Advisory Services Ltd.
FinancialEquity1.09%
Somany Ceramics Ltd.
ConstructionEquity0.98%
TeamLease Services Ltd.
ServicesEquity0.97%
Chalet Hotels Ltd.
ServicesEquity0.91%
Birlasoft Ltd.
TechnologyEquity0.90%
Avanti Feeds Ltd.
Consumer StaplesEquity0.88%
Narayana Hrudayalaya Ltd.
HealthcareEquity0.79%
RateGain Travel Technologies Ltd.
TechnologyEquity0.52%
Gateway Distriparks Ltd.
ServicesEquity0.48%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Groww Invest Tech Pvt. Ltd. (Formerly known as 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
Lower expense ratio: 1.09%
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2
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
Exit load
31 Oct 2022 - Present
1.09%
31 Oct 2022 - 31 Oct 2022
1.09%
31 Oct 2022 - 31 Oct 2022
1.09%
31 Oct 2022 - 31 Oct 2022
1.09%
30 Sep 2022 - 31 Oct 2022
1.09%
30 Sep 2022 - 30 Sep 2022
1.09%
30 Sep 2022 - 30 Sep 2022
1.09%
30 Sep 2022 - 30 Sep 2022
1.09%
31 Aug 2022 - 30 Sep 2022
1.09%
31 Aug 2022 - 31 Aug 2022
1.09%
31 Aug 2022 - 31 Aug 2022
1.09%
31 Jul 2022 - 31 Aug 2022
1.09%
31 Jul 2022 - 31 Jul 2022
1.09%
31 Jul 2022 - 31 Jul 2022
1.09%
30 Jun 2022 - 31 Jul 2022
1.09%
30 Jun 2022 - 30 Jun 2022
1.09%
30 Jun 2022 - 30 Jun 2022
1.09%
31 May 2022 - 30 Jun 2022
1.09%
31 May 2022 - 31 May 2022
1.09%
31 May 2022 - 31 May 2022
1.09%
30 Apr 2022 - 31 May 2022
1.09%
30 Apr 2022 - 30 Apr 2022
1.09%
30 Apr 2022 - 30 Apr 2022
1.09%
31 Mar 2022 - 30 Apr 2022
1.09%
31 Mar 2022 - 31 Mar 2022
1.09%
31 Mar 2022 - 31 Mar 2022
1.09%
28 Feb 2022 - 31 Mar 2022
1.08%
28 Feb 2022 - 28 Feb 2022
1.08%
28 Feb 2022 - 28 Feb 2022
1.08%
31 Jan 2022 - 28 Feb 2022
1.09%
31 Jan 2022 - 31 Jan 2022
1.09%
31 Dec 2021 - 31 Jan 2022
1.09%
31 Dec 2021 - 31 Dec 2021
1.09%
30 Nov 2021 - 31 Dec 2021
1.09%
31 Oct 2021 - 30 Nov 2021
1.09%
30 Sep 2021 - 31 Oct 2021
1.09%
31 Aug 2021 - 30 Sep 2021
1.08%
31 Jul 2021 - 31 Aug 2021
1.08%
30 Jun 2021 - 31 Jul 2021
1.08%
31 May 2021 - 30 Jun 2021
1.08%
30 Apr 2021 - 31 May 2021
1.08%
31 Mar 2021 - 30 Apr 2021
1.09%
28 Feb 2021 - 31 Mar 2021
1.10%
31 Jan 2021 - 28 Feb 2021
1.09%
31 Dec 2020 - 31 Jan 2021
1.09%
30 Nov 2020 - 31 Dec 2020
1.09%
31 Oct 2020 - 30 Nov 2020
1.09%
30 Sep 2020 - 31 Oct 2020
1.10%
31 Aug 2020 - 30 Sep 2020
1.09%
31 Jul 2020 - 31 Aug 2020
1.09%
30 Jun 2020 - 31 Jul 2020
1.09%
31 May 2020 - 30 Jun 2020
1.10%
30 Apr 2020 - 31 May 2020
1.10%
31 Mar 2020 - 30 Apr 2020
1.12%
29 Feb 2020 - 31 Mar 2020
1.12%
31 Jan 2020 - 29 Feb 2020
1.12%
31 Dec 2019 - 31 Jan 2020
1.12%
30 Nov 2019 - 31 Dec 2019
1.10%
31 Oct 2019 - 30 Nov 2019
1.02%
30 Sep 2019 - 31 Oct 2019
1.02%
31 Aug 2019 - 30 Sep 2019
1.03%
31 Jul 2019 - 31 Aug 2019
1.04%
30 Jun 2019 - 31 Jul 2019
1.04%
31 May 2019 - 30 Jun 2019
1.02%
30 Apr 2019 - 31 May 2019
1.03%
31 Mar 2019 - 30 Apr 2019
1.48%
28 Feb 2019 - 31 Mar 2019
1.72%
31 Jan 2019 - 28 Feb 2019
1.70%
31 Dec 2018 - 31 Jan 2019
1.71%
30 Nov 2018 - 31 Dec 2018
1.70%
31 Oct 2018 - 30 Nov 2018
1.72%
30 Sep 2018 - 31 Oct 2018
1.77%
31 Aug 2018 - 30 Sep 2018
1.56%
31 Jul 2018 - 31 Aug 2018
1.56%
30 Jun 2018 - 31 Jul 2018
1.75%
31 May 2018 - 30 Jun 2018
1.69%
30 Apr 2018 - 31 May 2018
1.69%
31 Mar 2018 - 30 Apr 2018
1.62%
28 Feb 2018 - 31 Mar 2018
1.53%
31 Jan 2018 - 28 Feb 2018
1.68%
31 Dec 2017 - 31 Jan 2018
1.70%
30 Nov 2017 - 31 Dec 2017
1.72%
31 Oct 2017 - 30 Nov 2017
1.74%
Expense ratio, exit load and taxExpense ratio: 1.09%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementAnkur Arora
Aug 2019 - Present
View details
Education
Mr. Arora is a B.Com (H) from Guru Nanak Dev University and PGDM in Management from IIM
Experience
Prior to joining HSBC Mutual Fund he has worked with IDFC AMC, ING investments Management (India) Pvt. Ltd., Macquarie Capital Securities, Evalueserve Pvt. Ltd. and UTI Asset Management Co. Pvt Ltd.
Also manages these schemes
HSBC Large Cap Fund Direct Growth
HSBC Small Cap Equity Fund Direct Growth
HSBC Focused Fund Direct   Growth
HSBC Mid Cap Fund(Ex) Direct   Growth
HSBC Business Cycles Fund Direct Growth
Fund house & investment objective
HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM₹1,18,706.31Cr
Date of Incorporation27 May 2002
    HSBC Small Cap Equity 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.     Dhiraj Sachdev is the Current Fund Manager of HSBC Small Cap Equity Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹1,18,706 Cr and     the Latest NAV as of 25 Nov 2022 is ₹90.74.  

    The HSBC Small Cap Equity Fund Direct Growth is rated Very High risk.     Minimum SIP Investment is set to ₹500.          Exit load of 1% if redeemed within 1 year
  ;
Investment ObjectiveThe scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly small cap companies. 
 
;
Fund benchmarkBSE 250 SmallCap 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
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 Equity Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	-8.8%	25.6%	7.6%	15.9%
Category average	12.8%	16.4%	27.7%	NA
Rank with in category	27	20	13	NA

Equity, Small Cap funds	Rating	1Y	3Y	Fund Size(Cr)
Invesco India Smallcap Fund Direct Growth	4	25.7%	22.4%	5,376.18
Nippon India Small Cap Fund Direct Growth	5	16.1%	21.9%	62,259.56
Tata Small Cap Fund Direct Growth	5	20.8%	21.8%	9,319.04
Quant Small Cap Fund Direct Plan Growth	4	12.1%	21.6%	26,644.74
Bank of India Small Cap Fund Direct Growth	4	19.9%	18.9%	1,516.96

Name	Sector	Instrument	Assets
Kei Industries Ltd.	Capital Goods	Equity	4.30%
Radico Khaitan Ltd.	Consumer Staples	Equity	4.16%
APL Apollo Tubes Ltd.	Metals & Mining	Equity	3.95%
JB Chemicals & Pharmaceuticals Ltd.	Healthcare	Equity	3.94%
Dixon Technologies (India) Ltd.	Capital Goods	Equity	3.76%
Rainbow Childrens Medicare Ltd.	Healthcare	Equity	2.87%
JK Lakshmi Cement Ltd.	Construction	Equity	2.76%
Mahindra Logistics Ltd.	Services	Equity	2.69%
Multi Commodity Exchange Of India Ltd.	Services	Equity	2.56%
Carborundum Universal Ltd.	Metals & Mining	Equity	2.54%
Brigade Enterprises Ltd.	Construction	Equity	2.50%
CCL Products (India) Ltd.	Consumer Staples	Equity	2.50%
Neogen Chemicals Ltd.	Chemicals	Equity	2.49%
VIP Industries Ltd.	Chemicals	Equity	2.49%
CreditAccess Grameen Ltd.	Financial	Equity	2.44%
Amber Enterprises India Ltd.	Consumer Discretionary	Equity	2.41%
PVR Ltd.	Services	Equity	2.36%
Navin Fluorine International Ltd.	Chemicals	Equity	2.27%
Laurus Labs Ltd.	Healthcare	Equity	2.27%
Lemon Tree Hotels Ltd.	Services	Equity	2.24%
Vinati Organics Ltd.	Chemicals	Equity	2.22%
Can Fin Homes Ltd.	Financial	Equity	2.10%
Camlin Fine Sciences Ltd.	Chemicals	Equity	2.09%
V-Mart Retail Ltd.	Services	Equity	2.00%
Coforge Ltd.	Technology	Equity	1.90%
Polycab India Ltd.	Capital Goods	Equity	1.85%
Motherson Sumi Wiring India Ltd.	Automobile	Equity	1.75%
Metropolis Healthcare Ltd.	Healthcare	Equity	1.69%
Arvind Ltd.	Textiles	Equity	1.64%
ACC Ltd.	Construction	Equity	1.59%
Infosys Ltd.	Technology	Equity	1.54%
Oberoi Realty Ltd.	Construction	Equity	1.54%
TCNS Clothing Co Ltd.	Textiles	Equity	1.53%
Apollo Tyres Ltd.	Automobile	Equity	1.45%
LatentView Analytics Ltd.	Technology	Equity	1.31%
PNC Infratech Ltd.	Construction	Equity	1.29%
KEC International Ltd.	Capital Goods	Equity	1.17%
Fine Organic Industries Ltd.	Chemicals	Equity	1.15%
Prudent Corporate Advisory Services Ltd.	Financial	Equity	1.09%
Somany Ceramics Ltd.	Construction	Equity	0.98%
TeamLease Services Ltd.	Services	Equity	0.97%
Chalet Hotels Ltd.	Services	Equity	0.91%
Birlasoft Ltd.	Technology	Equity	0.90%
Avanti Feeds Ltd.	Consumer Staples	Equity	0.88%
Narayana Hrudayalaya Ltd.	Healthcare	Equity	0.79%
RateGain Travel Technologies Ltd.	Technology	Equity	0.52%
Gateway Distriparks Ltd.	Services	Equity	0.48%

Rank (total assets)	#21 in India
Total AUM	₹1,18,706.31Cr

Date of Incorporation	27 May 2002

Fund benchmark	BSE 250 SmallCap Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

HSBC Small Cap Equity Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (47)

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: 1.09%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ankur AroraAug 2019 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ankur Arora
Aug 2019 - Present
View details