OtherSmall Cap FundDirect · Growth
HSBC Small Cap Fund - Direct Growth
HSBC · Scheme 151130
₹101.98▲ 0.51%NAV · 2026-09-18
Decent FundScore
AUM
₹17,784 cr
Expense ratio
0.77%
3Y CAGR
17.0%
Risk level
High
Min SIP
₹500
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Sonal GuptaExit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Decent · 61/100
A solid option with a few areas worth a closer look.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Compounding well recently — 17.0% CAGR over 3 years.
- ✓3Y CAGR: +17.0%
- ✓1Y return: +14.8%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •3Y CAGR vs category: -4.0% vs category avg
- •Beat category: beat category in 0% of windows
FundScore breakdown
61/100 · Decent
Returns
Average
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.