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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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6M
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NAV: 18 Dec 2025
₹85.50
Rating
3
Min. SIP amount
₹500
Fund size
₹16,202.83Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (106)
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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
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 18.0% | 25.4% | 17.3% | 19.5% |
| Category average | 18.2% | 22.8% | 16.2% | NA |
| Rank with in category | 23 | 8 | NA | NA |
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Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | 5 | -3.9% | 30.2% | 17,380.29 |
Invesco India Smallcap Fund Direct Growth | 5 | -4.9% | 25.0% | 9,000.49 |
Nippon India Small Cap Fund Direct Growth | 4 | -8.3% | 20.8% | 68,571.85 |
Quant Small Cap Fund Direct Plan Growth | 4 | -5.7% | 20.5% | 30,169.71 |
Franklin India Small Cap Fund Direct Growth | 4 | -10.5% | 19.4% | 13,529.48 |
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
HDFC Bank
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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