49
Small CapHold
HSBC Small Cap
HSBC · Direct–Growth · rank #17 of 36 by Smart Score
Data updated
Trailing returns
1 Year
15.1%
+6.5% vs index
3 Years
14.8%
-0.4% vs index
5 Years
18.6%
+3.1% vs index
Since launch
20.8%
Year-by-year performance
2014
+27.2%—
Why this score
HSBC Small Cap scores 49/100 — #17 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 31% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return14.78% · 31st percentile in category
5Y return18.63% · 63rd percentile in category
Sharpe ratio0.45 · 31st percentile in category
Fund size17783.74 Cr · 76th percentile in category
Expense ratio0.77% · 67th percentile in category
Sortino ratio0.63 · 37th percentile in category
Top holdings
1.The Federal Bank Ltd2.28%
2.Karur Vysya Bank Ltd2.24%
3.Apar Industries Ltd1.99%
4.Sai Life Sciences Ltd.1.98%
5.Radico Khaitan Ltd1.92%
108 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.