HSBC Small Cap Fund Gr

Diversified

Equity

India Micro Cap

Others

Small Cap

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Hsbc Small Cap Fund Fund Growth invests in smaller Indian companies for higher growth potential with higher risk.

What This Strategy Does

HSBC Small Cap Fund Reg Gr is an equity small-cap fund which captures India's emerging companies through a bottom-up stock selection approach, deploying capital across industrials, financials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

5.2% AnnuallyAlpha

+13.5% vs +9.5% benchmarkSince Inception

+11.3% vs +5.7% benchmark3Y Annualized

+13.8% vs +4.7% benchmark5Y Annualized

HSBC Small Cap Fund Gr

Benchmark Index

Benchmark Performance Comparison

HSBC Small Cap Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation23.8%

Sharpe Ratio0.57

Beta1.03

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides exposure to India's entrepreneurial energy before institutional capital discovers it. Small caps offer the highest growth potential but demand patience through volatility cycles. The long-term impact is dramatic wealth creation—historical data shows sustained small-cap investing has generated life-changing returns, but requires conviction to stay invested through sharp drawdowns.

Portfolio Holdings Overview

SectoralAllocation

Financial Services20.11%

Services14.99%

Consumers22.38%

Capital Goods34.77%

Energy & Infra3%

Technology4.75%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Apar Industries LtdCapital Goods2.33%

Ather Energy LtdConsumers2.16%

Karur Vysya Bank LtdFinancial Services2.12%

The Federal Bank LtdFinancial Services2.11%

Happy Forgings LtdCapital Goods2.08%

Sai Life Sciences LtdServices2.05%

Vijaya Diagnostic Centre LtdServices1.99%

Neuland Laboratories LtdServices1.95%

Radico Khaitan LtdConsumers1.84%

PNB Housing Finance LtdFinancial Services1.80%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Venugopal Manghat

Lead Portfolio Manager

Mr. Venugopal Manghat has experience of 32 years. Manages 28 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹21,544 Cr Holds a B.S.C degree.

Mayank Chaturvedi

Co-Portfolio Manager

Mr. Mayank Chaturvedi has experience of 7 years. Manages 130 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹26,791 Cr Holds a B.Com degree.

CW Expert Take

HSBC AMC brings institutional rigour to focussed investing. Their strength lies in process consistency, whether managing large-cap equity or credit strategies, they maintain disciplined frameworks that have weathered multiple market cycles. The fund house benefits from deep research capabilities and a stable investment team that translates macro insights into portfolio positioning across asset classes.

39 years

Combined Team Experience

₹ 48,335 Cr

Assets Under Management

Firm Overview

AMCHSBC Asset Management (India) Private Ltd

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.79%

Exit Load1

Regulatory & Tax Information

INF917K01QC7

ISIN

DailyDealing Frequency

Nifty Smallcap 250 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)