HSBC Small Cap Equity Fund - IDCW Direct Plan
Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From HSBC Mutual Fund. It's been running since 4 Jan 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 56 other funds in Equity Scheme - Small Cap Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 3 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of HSBC Small Cap Equity Fund - IDCW Direct Plan against other small cap funds.
Technical details (for the pros)
Fund info
- Fund house
- HSBC Mutual Fund
- Category
- Equity Scheme - Small Cap Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 120068
- First price on record
- 4 Jan 2013 · 2,434 daily prices
About HSBC Small Cap Equity Fund - IDCW Direct Plan
HSBC Small Cap Equity Fund - IDCW Direct Plan is a Equity Scheme - Small Cap Fund offered by HSBC Mutual Fund under the Direct plan with the IDCW option. It has approximately 14 years of NAV track record. The fund falls in the small cap category — Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps.
The current NAV of HSBC Small Cap Equity Fund - IDCW Direct Plan is ₹34.3900 (as of 25 Nov 2022). Historically, it has delivered -15.59% over the last year, 19.83% CAGR over 3 years, 1.93% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 22.5% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 61.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of HSBC Small Cap Equity Fund - IDCW Direct Plan?+
The latest NAV of HSBC Small Cap Equity Fund - IDCW Direct Plan is ₹34.3900 as of 25 Nov 2022, up 0.54% from the previous day. NAV is updated once a business day after the market close.
What are the returns of HSBC Small Cap Equity Fund - IDCW Direct Plan?+
HSBC Small Cap Equity Fund - IDCW Direct Plan has delivered 1-year return -15.59%, 3-year CAGR 19.83%, 5-year CAGR 1.93%, since-inception CAGR 11.89%. Returns are historical and don't predict future performance — markets move in cycles.
What category does HSBC Small Cap Equity Fund - IDCW Direct Plan belong to?+
HSBC Small Cap Equity Fund - IDCW Direct Plan is categorised as Equity Scheme - Small Cap Fund. Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps.
How risky is HSBC Small Cap Equity Fund - IDCW Direct Plan?+
Based on its 3-year annualised volatility of 22.5%, HSBC Small Cap Equity Fund - IDCW Direct Plan sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is HSBC Small Cap Equity Fund - IDCW Direct Plan a direct plan?+
HSBC Small Cap Equity Fund - IDCW Direct Plan is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is HSBC Small Cap Equity Fund - IDCW Direct Plan?+
HSBC Small Cap Equity Fund - IDCW Direct Plan has NAV history available from 4 Jan 2013 — approximately 14 years of track record and 2,434 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.