51
Small CapHold
HSBC Small Cap
HSBC · Direct–Growth · rank #16 of 36 by Smart Score
Data updated
Trailing returns
1 Year
12.2%
+7.4% vs index
3 Years
15.1%
+0.6% vs index
5 Years
17.9%
+3.3% vs index
Since launch
20.8%
Year-by-year performance
2014
+27.2%—
Why this score
HSBC Small Cap scores 51/100 — #16 of 36 Small Cap fund (Hold). It stands out for 5y return and fund size — beating 63% of peers on 5y return. The main drag is its 3y return (better than only 35% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return15.12% · 35th percentile in category
5Y return17.93% · 63rd percentile in category
Fund size19076.35 Cr · 76th percentile in category
Sharpe ratio0.45 · 34th percentile in category
Expense ratio0.77% · 68th percentile in category
Sortino ratio0.63 · 44th percentile in category
Top holdings
1.Apar Industries Ltd2.33%
2.Ather Energy Ltd.2.16%
3.Karur Vysya Bank Ltd2.12%
4.The Federal Bank Ltd2.11%
5.Happy Forgings Ltd.2.08%
113 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.