Investment type
HSBC Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by HSBC Mutual Fund. It was launched on 12 Dec 2001, and has been active for over 24 years. As of 30 Jun 2025 the fund manages assets worth ₹16,909 Crores. The expense ratio is 0.62%.
This fund generated returns of -1.94% in the last 1 year. Since its inception, it has provided an average annual return of 22.05%.
The fund's investments are mainly concentrated in sectors like Industrial Products, Consumer Durables, Pharmaceuticals & Biotech, Capital Markets and Debt.
The top five holdings in this fund include prominent companies such as Multi Comm. Exc., A B Real Estate, Techno Elec.Engg, Nippon Life Ind. and K P R Mill Ltd.
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. Emerging companies are businesses which are typically in the early stage of development and have the potential to grow their revenues and profits at a higher rate as compared to broader market.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
By joining our referral program, you agree to our Terms of Use
Powered by Viral Loops.
Invest as little as Re.1 in US Stocks
