HSBC Small Cap Fund
Direct · Growth ₹87.52
20 Apr 2026
NAV
21.3%
3Y CAGR
19.8%
5Y CAGR
20.5%
10Y CAGR
20.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.50
Sharpe
-52.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.88 L | 23.4% | -65.8% | 121.1% |
| 3 Years | ₹36.00 L | ₹53.66 L | 22.3% | -33.4% | 53.8% |
| 5 Years | ₹60.00 L | ₹1.04 Cr | 20.5% | -13.3% | 40.7% |
| 10 Years | ₹1.20 Cr | ₹3.71 Cr | 21.9% | 15.9% | 25.9% |
Fund SIP vs NIFTY SMALLCAP 250
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 23.4% | 6.4% | +17.0% |
| 3 Years | 22.3% | 21.7% | +0.6% |
| 5 Years | 20.5% | 19.0% | +1.5% |
| 10 Years | 21.9% | 14.5% | +7.5% |