53
Small CapHold
HSBC Small Cap
HSBC · Direct–Growth · rank #16 of 36 by Smart Score
Data updated
Trailing returns
1 Year
8.9%
+5.8% vs index
3 Years
12.4%
-0.1% vs index
5 Years
14.9%
+2.6% vs index
Since launch
20.1%
Year-by-year performance
2014
+27.2%—
Why this score
HSBC Small Cap scores 53/100 — #16 of 36 Small Cap fund (Hold). It stands out for fund size and expense ratio — beating 76% of peers on fund size. 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 return12.45% · 35th percentile in category
Fund size18512.70 Cr · 76th percentile in category
Expense ratio0.77% · 71st percentile in category
5Y return14.94% · 59th percentile in category
Sortino ratio0.63 · 56th percentile in category
Sharpe ratio0.45 · 47th percentile in category
Top holdings
1.Apar Industries Ltd2.66%
2.Sai Life Sciences Ltd.2.21%
3.Engineers India Ltd2.18%
4.Karur Vysya Bank Ltd2.04%
5.Welspun India Ltd1.98%
108 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.