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	30.58	31.64
3 year	7.69	40.5	21.78
5 year	-7.74	38.77	11.03
7 year	-2.23	14.52	7.9
10 year	-4.3	16.33	7.65
12 year	-4.79	16.74	7.42
15 year	0.13	15.57	7.15

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-60.53	85.64	18.78	31.64
3 year	-13.25	41.58	26.03
5 year	6.41	35.92	20.68
7 year	3.93	25.9	19.72
10 year	7.34	26.68	18.99
12 year	7.54	26.73	18.95
15 year	10.48	24.43	18.29

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	70.11	25.34	31.64
3 year	9.95	47.76	27.48
5 year	-2.4	40.21	15.62
7 year	2.66	18.23	12.58
10 year	0.76	20.88	12
12 year	0.04	19.61	11.74
15 year	5.45	20.15	11.51

- 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	8.29	9.71

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	-1.79	9.71

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	6.52	9.71

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