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NAV: 21 Nov 2025
₹88.02
Rating
3
Min. SIP amount
₹500
Fund size
₹16,547.87Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (107)
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Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Small Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -4.7% | 20.1% | 28.2% | 20.0% |
| Category average | 0.4% | 20.2% | 25.6% | NA |
| Rank with in category | 39 | 18 | 7 | NA |
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Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | 5 | 7.5% | 32.6% | 17,380.29 |
Invesco India Smallcap Fund Direct Growth | 5 | 6.5% | 26.7% | 8,720.48 |
Quant Small Cap Fund Direct Plan Growth | 4 | 1.9% | 24.6% | 30,504.39 |
Nippon India Small Cap Fund Direct Growth | 4 | 1.0% | 23.1% | 68,969.15 |
Franklin India Small Cap Fund Direct Growth | 4 | -0.5% | 22.3% | 13,789.53 |
Expense ratio, exit load and tax
Expense ratio: 0.65%
Inclusive of GST
Exit load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns 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.
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Check past data
Fund management
Mayank ChaturvediOct 2025 - PresentView details
Mayank Chaturvedi
Oct 2025 - Present
View details
Education
Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience
Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Also manages these schemes
Fund house & investment objective
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
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.comPros and cons
Category: Equity Small Cap
Pros
5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.65%
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Compare funds
HSBC Small Cap Fund Direct Growth
VS
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