HSBC Small Cap Fund Direct Growth

Scheme code: INF917K01QA1 NAV value: ₹ 81.7038 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-7.20	65.13	31.64	31.4

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	82.17	30.33	31.64
3 year	7.69	40.5	21.75
5 year	-7.74	38.77	11.02
7 year	-2.23	13.7	7.89
10 year	-4.3	16.33	7.64
12 year	-4.79	16.23	7.42
15 year	0.13	15.57	7.15

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	16.46	31.64
3 year	-5.01	20.94	6.01
5 year	-0.24	21.55	9.49
7 year	3.74	12.05	8.31

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-92.49	70.11	21.48	31.64
3 year	-49.76	47.76	26.52
5 year	-19.51	40.21	15.17
7 year	-21.65	18.23	12.38
10 year	-12.05	20.88	11.9
12 year	-5.54	19.23	11.62
15 year	-5.47	20.15	11.37

- Average return: 31.64% - Median return: 36.45% - Average standard deviation: 7.01

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,16,418	1,16,418	9.71

Index

Metrics

NIFTY SMALLCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.07	9.71

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	5.39	9.71

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	9.79	9.71

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,16,418 - Absolute Returns: ₹1,16,418 - CAGR: 9.71%