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HSBC Small Cap Fund aims to generate long-term capital growth from an actively managed portfolio of equity and equity-related securities of predominantly small cap companies. The fund may move a portion of its assets towards fixed income securities if the fund manager becomes negative on the Indian equity markets.
The fund follows a diversified equity strategy, primarily investing in small-cap stocks with high growth potential. The investment approach focuses on identifying companies with strong fundamentals and growth prospects in the small-cap segment of the Indian equity market. The fund maintains flexibility to adjust its portfolio allocation based on market conditions and opportunities.
The fund is managed by Venugopal Manghat and Sonal Gupta. Both fund managers bring extensive experience in equity research and portfolio management.
Venugopal Manghat serves as the Chief Investment Officer for Equity at HSBC Mutual Fund. He holds a B.Sc (Mathematics) and MBA (Finance). Prior to joining HSBC Mutual Fund, he worked with L&T Mutual Fund and Tata Asset Management Ltd.
Sonal Gupta is an experienced fund manager handling equity portfolios. She is a CFA Charter holder (USA) with PGDBM (Finance) and B.E. (I.T) qualifications. She has previously worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
HSBC Mutual Fund operates with a 21-year history in India and functions under HSBC Asset Management, a global asset manager overseeing $641 billion in assets across 23 countries as of March 2023. The fund house is sponsored by HSBC Securities and Capital Markets (India) Private Limited (HSCI).
HSBC is among the largest banking and financial services companies in the world, serving over 40 million customers worldwide through its global business. As of December 2023, the AMC manages assets worth Rs.102,162 crores in India.
The asset management company leverages HSBC's global expertise and research capabilities to deliver investment solutions across equity, debt, and hybrid categories. The AMC is committed to delivering sustainable investment solutions with its international presence.
Key Investment Highlights:
- Performance Track Record: The fund has delivered a CAGR return of 21.80% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -4.56%, 23.95% and 35.39% respectively.
- Fund Size: The AUM of HSBC Small Cap Fund is ₹16,909.21 Cr as of 22nd July 2025. This substantial AUM indicates investor confidence and provides adequate liquidity.
- Cost Structure: The expense ratio of HSBC Small Cap Fund Plan is 0.62% as of 22nd July 2025. This is relatively competitive for an actively managed small-cap fund.
- Risk Profile: The fund is categorized as "Very High Risk" suitable for investors with high risk appetite and long-term investment horizon.
- Accessibility: Minimum SIP Investment is set to ₹500 and Minimum Lumpsum Investment is ₹5,000.
Investment Considerations:
Small-cap funds are suitable for investors seeking long-term wealth creation and who can tolerate high volatility. The fund is ideal for investors with investment horizons of 7+ years who want exposure to high-growth potential companies in the small-cap segment.
Risk Factors:
- High volatility in short to medium term
- Small-cap stocks can be more sensitive to market downturns
- Liquidity constraints during market stress
What is today's NAV of HSBC Small Cap Fund?
The NAV varies daily based on market movements. You can check the latest NAV on Allvest or the official HSBC Mutual Fund website for real-time updates.
What is the AUM of HSBC Small Cap Fund?
The AUM of HSBC Small Cap Fund is ₹16,909.21 Cr as of 22nd July 2025. The AUM reflects the total value of assets managed by the fund.
What is the expense ratio of HSBC Small Cap Fund?
The expense ratio of HSBC Small Cap Fund Plan is 0.62% as of 22nd July 2025. This covers fund management and administrative costs.
What are the returns of HSBC Small Cap Fund since inception?
The fund has delivered a CAGR return of 21.80% since inception. Past performance doesn't guarantee future returns.
What is the minimum SIP amount to invest in HSBC Small Cap Fund?
Minimum SIP Investment is set to ₹500. This makes the fund accessible to retail investors looking for systematic investment.
How do I invest in HSBC Small Cap Fund?
You can invest in HSBC Small Cap Fund through Allvest platform. Simply create an account, complete your KYC, search for the fund, and start investing via SIP or lumpsum.
How to start a SIP in HSBC Small Cap Fund?
Login to Allvest, search for HSBC Small Cap Fund, select SIP option, choose your investment amount and frequency, and set up auto-debit instructions for seamless investing.
How do I automate an SIP in HSBC Small Cap Fund?
Through Allvest, you can set up automatic SIP with bank mandate or UPI auto-pay. Once configured, your chosen amount will be automatically invested at regular intervals.
How can I withdraw/redeem my investment in HSBC Small Cap Fund?
You can redeem your investment through Allvest by accessing your portfolio, selecting the fund, choosing partial or full redemption, and submitting the request. Funds typically reach your bank account within 2-3 business days.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
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Mr. Amit Bansal
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