HSBC Small Cap Fund Direct Growth

Scheme code: INF917K01QA1 NAV value: ₹ 80.3976 NAV date: 15 April, 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	86.8	39.54	31.64
3 year	4.03	40.5	20.77
5 year	-10.64	38.77	9.62
7 year	-2.23	13.7	7.81
10 year	-4.3	16.33	7.64
12 year	-4.79	15.15	7.27
15 year	0.13	15.57	7.09

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)
3 year	-1.7	25.54	10.91
5 year	3.97	21.55	13.4
7 year	6.06	10.24	8.5

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	73.22	33.33	31.64
3 year	9.95	47.76	27.04
5 year	-5.07	40.21	14.35
7 year	2.66	18.23	12.53
10 year	0.76	20.88	12
12 year	0.04	19.23	11.6
15 year	5.45	20.15	11.46

- 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	11.28	9.71

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	-82.78	9.71

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	9.33	9.71

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