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Enter a Single character of a Scheme :
03 Sep 2026 | 06:09 IST
HSBC Small Cap Fund (G)
Summary Info
Fund Name : HSBC Mutual Fund
Scheme Name : HSBC Small Cap Fund (G)
AMC : HSBC Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 22-Apr-14
Fund Manager : Venugopal Manghat
Net Assets:(Rs. cr) 17783.74
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 0
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 0.78 6.32 12.85 21.46 15.01 13.84 17.82 19.70
Category Avg -0.83 1.12 6.98 6.51 7.61 14.08 12.94 13.64
Category Best 2.26 9.46 19.69 33.59 33.72 37.12 24.32 42.20
Category Worst -3.64 -10.47 -5.31 -10.04 -15.00 -2.85 0.57 -11.36
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9719 6.2729 0.4683 -2.2912 0.0165
Holdings Date :31-Jul-26
Company Name% Hold
Federal Bank 2.28
Karur Vysya Bank 2.24
Apar Inds. 1.99
Sai Life 1.98
Radico Khaitan 1.92
PNB Housing 1.77
Aster DM Quality 1.75
Neuland Labs. 1.73
Ather Energy 1.70
Vijaya Diagnost. 1.68
Time Technoplast 1.60
Kajaria Ceramics 1.59
Happy Forgings 1.54
Polycab India 1.51
Craftsman Auto 1.51
Welspun Living 1.41
K P R Mill Ltd 1.40
CCL Products 1.39
Engineers India 1.38
Nippon Life Ind. 1.38
Motil.Oswal.Fin. 1.35
KFin Technolog. 1.35
Sumitomo Chemi. 1.34
City Union Bank 1.33
KEI Industries 1.32
Aegis Logistics 1.31
Laurus Labs 1.31
Wockhardt 1.30
eClerx Services 1.30
Supreme Petroch. 1.28
Delhivery 1.28
Cera Sanitary. 1.25
BSE 1.23
Navin Fluo.Intl. 1.21
Ratnamani Metals 1.21
Chola Financial 1.20
Finolex Cables 1.18
RBL Bank 1.17
GE Vernova T&D 1.14
PTC Industries 1.13
Multi Comm. Exc. 1.12
MTAR Technologie 1.07
Indo Count Inds. 1.07
Bikaji Foods 1.06
IIFL Finance 1.04
Jyoti CNC Auto. 1.01
Cartrade Tech 1.00
Techno Elec.Engg 0.99
Emcure Pharma 0.98
Sobha 0.97
Gokaldas Exports 0.95
EIH 0.91
Ipca Labs. 0.87
Kirl.Pneumatic 0.84
Prudent Corp. 0.83
Angel One 0.79
CreditAcc. Gram. 0.79
H U D C O 0.77
Titagarh Rail 0.76
Krishna Institu. 0.74
Lemon Tree Hotel 0.71
Kirloskar Oil 0.65
Oberoi Realty 0.64
Devyani Intl. 0.62
ZF Commercial 0.61
Amber Enterp. 0.61
Sagility 0.60
Sterlite Tech. 0.60
EID Parry 0.60
ERIS Lifescience 0.59
IDFC First Bank 0.57
Uno Minda 0.57
Sharda Motor 0.55
Paras Defence 0.55
Tube Investments 0.53
HDB FINANC SER 0.53
Alkyl Amines 0.52
Swiggy 0.51
Avalon Tech 0.50
Carborundum Uni. 0.49
AU Small Finance 0.49
Finolex Inds. 0.48
Carraro India 0.48
Piramal Finance. 0.46
Senores Pharma. 0.45
Century Plyboard 0.44
LG Electronics 0.43
NESCO 0.40
Firstsour.Solu. 0.38
Pine Labs 0.38
Metro Brands 0.37
Hindustan Foods 0.36
A B Real Estate 0.36
Jindal Saw 0.35
Somany Ceramics 0.33
PNC Infratech 0.32
Rolex Rings 0.30
Data Pattern 0.27
Godfrey Phillips 0.26
KSH Internationa 0.25
Safari Inds. 0.21
Vinati Organics 0.21
Seshaasai Tech. 0.20
Indo-MIM 0.16
Hi-Tech Pipes 0.16
Home First Finan 0.12
Cello World 0.08
DOMS Industries 0.05
TREPS 1.08
Net CA & Others 1.12
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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