HDFC Small Cap Fund
Small CapVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹133.67+0.95%1 day
- Return since launch
- 14.8%
- 52-week range
- ₹118.36 — ₹143.75
- AUM
- ₹40,801 Cr
HDFC Small Cap Fund is a Small Cap equity fund from HDFC Mutual Fund with ₹40,801 Cr under management, launched in 2008. Over three years it has returned 1.3% a year, against 12.9% for its category. The expense ratio is 1.57% and the SEBI riskometer reading is Very High.
Performance
HDFC Small Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -6.1% against +7.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | -3.2% | −11.3 pts | 8.2% | 12.1% |
| 2Y | -0.8% | −10.0 pts | 9.2% | 8.5% |
| 3Y | 1.3% | −11.6 pts | 12.9% | 8.0% |
| 5Y | 9.9% | −3.3 pts | 13.2% | 13.2% |
| 7Y | 16.7% | −2.3 pts | 19.0% | 17.8% |
| 10Y | 15.8% | −0.1 pts | 15.9% | 16.2% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -0.8% | 0.0 pts | -0.8% | -1.0% |
| 3M | -6.2% | −3.7 pts | -2.5% | -3.0% |
| 6M | -1.6% | −7.5 pts | 5.9% | 5.0% |
| 1Y | -6.1% | −14.3 pts | 8.2% | 7.6% |
| 2Y | -1.9% | −5.5 pts | 3.6% | 2.9% |
| 3Y | 8.2% | −4.7 pts | 12.9% | 12.5% |
| 5Y | 12.0% | −1.1 pts | 13.2% | 12.4% |
| 7Y | 19.4% | −2.7 pts | 22.1% | 19.8% |
| 10Y | 15.9% | 0.0 pts | 15.9% | 14.2% |
Since launch (11 Feb 2008): 14.8%
Calendar-year returns
Category average20.2%
64.9%
4.6%
44.8%
20.2%
-0.6%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | -0.6% | +2.7 pts | -3.3% |
| 2024 | 20.2% | −8.0 pts | 28.2% |
| 2023 | 44.8% | +2.0 pts | 42.8% |
| 2022 | 4.6% | +1.9 pts | 2.7% |
| 2021 | 64.9% | −0.1 pts | 65.0% |
| 2020 | 20.2% | −11.9 pts | 32.1% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.56%
Expense ratio as on 4 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.29%
- Brokerage
- 0.01%
- Transaction charges
- 0.00%
- Statutory levies
- 0.26%
- Exit load
- Exit load of 1% if redeemed within 1 year
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE 250 SmallCap TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | -1.92 | 6.95 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.78 | 0.91 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.21 | 0.65 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.30 | 0.99 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 17.84 | 20.78 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
HDFC Small Cap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity90.1%
- Other9.9%
Market cap split
- Large7.2%
- Mid10.2%
- Small82.6%
- P/E
- 20.32
- P/B
- 2.78
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 9.93% | ₹4,054 Cr | -0.12% | -0.34% | -0.40% |
| Firstsource Solutions Ltd. | Services | 3.68% | ₹1,502 Cr | +3.31% | +3.42% | +4.90% |
| Aster DM Quality Care Ltd. | Healthcare | 3.37% | ₹1,376 Cr | +3.83% | +4.78% | +4.11% |
| Gabriel India Ltd. | Automobile | 3.09% | ₹1,259 Cr | +3.00% | +2.38% | +3.17% |
| eClerx Services Ltd. | Services | 2.92% | ₹1,192 Cr | +2.10% | +2.55% | +4.02% |
| Bank Of Baroda | Financial | 2.65% | ₹1,080 Cr | +3.16% | +3.44% | +3.29% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 2.04% | ₹831 Cr | +2.24% | +2.05% | +2.12% |
| Apar Industries Ltd. | Consumer Staples | 1.92% | ₹782 Cr | +1.96% | +1.48% | +1.12% |
| Indian Bank | Financial | 1.91% | ₹781 Cr | +1.96% | +2.43% | +1.97% |
| Pearl Global Industries Ltd. | Textiles | 1.90% | ₹775 Cr | +1.39% | +1.12% | +0.92% |
| Eris Lifesciences Ltd. | Healthcare | 1.89% | ₹771 Cr | +2.33% | +2.59% | +2.73% |
| Home First Finance Company India Ltd. | Financial | 1.76% | ₹718 Cr | +1.68% | +1.31% | +1.57% |
| PVR Inox Ltd. | Services | 1.75% | ₹716 Cr | +1.36% | +1.38% | +1.20% |
| The Great Eastern Shipping Company Ltd. | Energy | 1.73% | ₹707 Cr | +1.66% | +2.19% | +1.41% |
| Sudarshan Chemical Industries Ltd. | Chemicals | 1.71% | ₹697 Cr | +1.26% | +1.28% | +2.10% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | 1.63% | ₹664 Cr | +1.06% | — | — |
| Chalet Hotels Ltd. | Services | 1.62% | ₹663 Cr | +1.40% | +1.26% | +1.54% |
| The Federal Bank Ltd. | Financial | 1.61% | ₹659 Cr | +1.70% | +1.60% | +1.09% |
| Kalpataru Projects International Ltd. | Capital Goods | 1.57% | ₹640 Cr | +1.57% | +1.45% | +1.58% |
| City Union Bank Ltd. | Financial | 1.48% | ₹603 Cr | +1.38% | +1.42% | +1.16% |
| Suprajit Engineering Ltd. | Automobile | 1.40% | ₹570 Cr | +1.35% | +1.40% | +1.49% |
| Redington Ltd. | Services | 1.35% | ₹552 Cr | +0.93% | +0.80% | +1.04% |
| Power Mech Projects Ltd. | Construction | 1.34% | ₹548 Cr | +1.50% | +1.17% | +1.74% |
| Timken India Ltd. | Capital Goods | 1.34% | ₹546 Cr | +1.50% | +1.67% | +1.12% |
| JSW Dulux Ltd. | Materials | 1.32% | ₹537 Cr | +1.36% | +1.16% | +0.18% |
| Aditya Vision Ltd. | Services | 1.28% | ₹524 Cr | +1.43% | +1.25% | +1.37% |
| Sonata Software Ltd. | Technology | 1.28% | ₹521 Cr | +1.33% | +1.21% | +1.80% |
| Dodla Dairy Ltd | Consumer Staples | 1.24% | ₹506 Cr | +1.30% | +1.27% | +0.81% |
| Godrej Consumer Products Ltd. | Consumer Staples | 1.23% | ₹503 Cr | +1.30% | +1.52% | +0.65% |
| Vardhman Textiles Ltd. | Textiles | 1.22% | ₹499 Cr | +1.48% | +1.46% | +1.05% |
| Tega Industries Ltd. | Metals & Mining | 1.20% | ₹490 Cr | +0.98% | +1.13% | — |
| Blue Dart Express Ltd. | Services | 1.18% | ₹480 Cr | +1.22% | +1.33% | +1.02% |
| LG Balakrishnan & Bros Ltd. | Automobile | 1.18% | ₹480 Cr | +1.10% | +1.35% | +1.06% |
| Equitas Small Finance Bank Ltd. | Financial | 1.15% | ₹470 Cr | +1.27% | +1.03% | +1.03% |
| NRB Bearings Ltd. | Capital Goods | 1.12% | ₹458 Cr | +0.96% | +0.56% | +0.67% |
| Fiem Industries Ltd. | Automobile | 1.04% | ₹424 Cr | +1.21% | +1.10% | +0.86% |
| CIE Automotive India Ltd. | Metals & Mining | 1.03% | ₹419 Cr | +1.23% | +1.26% | +1.05% |
| Indigo Paints Ltd. | Materials | 1.03% | ₹420 Cr | +0.76% | +0.60% | +0.63% |
| JK Tyre & Industries Ltd. | Automobile | 1.03% | ₹419 Cr | +1.07% | +1.02% | +0.29% |
| Voltamp Transformers Ltd. | Capital Goods | 1.03% | ₹422 Cr | +1.03% | +0.99% | +0.76% |
| Shoppers Stop Ltd. | Services | 1.02% | ₹418 Cr | +0.88% | +0.81% | +0.79% |
| Transport Corporation Of India Ltd. | Services | 1.02% | ₹416 Cr | +1.09% | +1.31% | +1.50% |
| Vishal Mega Mart Ltd. | Services | 1.02% | ₹414 Cr | +1.20% | +1.24% | +0.77% |
| UTI Asset Management Company Ltd. | Financial | 1.01% | ₹412 Cr | +0.90% | +0.95% | +0.59% |
| VRL Logistics Ltd. | Services | 1.01% | ₹414 Cr | +0.84% | +1.00% | +1.06% |
| Sharda Cropchem Ltd. | Chemicals | 0.97% | ₹394 Cr | +1.18% | +1.39% | +1.21% |
| Fortis Healthcare Ltd. | Healthcare | 0.94% | ₹385 Cr | +2.24% | +2.23% | +2.65% |
| Kirloskar Ferrous Industries Ltd. | Metals & Mining | 0.91% | ₹372 Cr | +0.90% | +0.82% | +1.14% |
| Zensar Technologies Ltd. | Technology | 0.90% | ₹367 Cr | +0.88% | +1.28% | +1.09% |
| Chambal Fertilisers and Chemicals Ltd. | Chemicals | 0.86% | ₹351 Cr | +0.99% | +1.09% | +1.19% |
| Lumax Industries Ltd. | Automobile | 0.83% | ₹338 Cr | +0.73% | +0.64% | +0.59% |
| GMM Pfaudler Ltd. | Capital Goods | 0.76% | ₹312 Cr | +0.41% | +0.50% | +0.55% |
| SKF India (Industrial) Ltd. | Capital Goods | 0.75% | ₹307 Cr | +0.79% | +0.68% | — |
| Aadhar Housing Finance Ltd | Financial | 0.72% | ₹294 Cr | +0.72% | +0.68% | +0.66% |
| Tata Steel Ltd. | Metals & Mining | 0.70% | ₹285 Cr | +0.72% | +0.88% | +0.71% |
| Unichem Laboratories Ltd. | Healthcare | 0.66% | ₹270 Cr | +0.62% | +0.47% | +0.68% |
| Redtape Ltd. | Consumer Discretionary | 0.65% | ₹263 Cr | +0.75% | +0.73% | +0.87% |
| Bajaj Consumer Care Ltd. | Consumer Staples | 0.62% | ₹252 Cr | +0.81% | +0.56% | +0.52% |
| Mastek Ltd. | Technology | 0.61% | ₹247 Cr | +0.53% | +0.46% | — |
| The Anup Engineering Ltd. | Capital Goods | 0.58% | ₹236 Cr | +0.85% | +0.70% | +0.78% |
| Usha Martin Ltd. | Metals & Mining | 0.57% | ₹231 Cr | — | — | — |
| Wakefit Innovations Ltd. | Consumer Discretionary | 0.57% | ₹231 Cr | +0.47% | +0.69% | — |
| Vedant Fashions Ltd. | Services | 0.54% | ₹220 Cr | — | — | — |
| GNA Axles Ltd. | Automobile | 0.48% | ₹196 Cr | +0.36% | +0.35% | +0.27% |
| Ion Exchange (India) Ltd. | Capital Goods | 0.48% | ₹198 Cr | +0.49% | +0.42% | +0.42% |
| Bajaj Electricals Ltd. | Consumer Discretionary | 0.47% | ₹190 Cr | +0.49% | +0.63% | +0.98% |
| KEC International Ltd. | Capital Goods | 0.46% | ₹187 Cr | +0.64% | +0.75% | +1.18% |
| Gateway Distriparks Ltd. | Services | 0.43% | ₹176 Cr | +0.48% | +0.51% | +0.56% |
| PNC Infratech Ltd. | Construction | 0.43% | ₹174 Cr | +0.74% | +0.62% | +1.04% |
| SKF India Ltd. | Capital Goods | 0.41% | ₹167 Cr | +0.46% | +0.46% | +1.42% |
| Vesuvius India Ltd. | Capital Goods | 0.41% | ₹167 Cr | +0.45% | +0.51% | +0.55% |
| Awfis Space Solutions Ltd. | Services | 0.40% | ₹163 Cr | +0.50% | +0.46% | +0.98% |
| Insecticides (India) Ltd. | Chemicals | 0.37% | ₹152 Cr | +0.42% | +0.41% | +0.54% |
| Gujarat Pipavav Port Ltd. | Services | 0.36% | ₹147 Cr | +0.33% | +0.37% | +0.38% |
| La Opala RG Ltd. | Materials | 0.35% | ₹144 Cr | +0.42% | +0.46% | +0.62% |
| Kei Industries Ltd. | Capital Goods | 0.33% | ₹134 Cr | +0.47% | +0.60% | +1.11% |
| Emami Ltd. | Consumer Staples | 0.31% | ₹128 Cr | +0.34% | +0.39% | +0.49% |
| IFGL Refractories Ltd. | Capital Goods | 0.31% | ₹125 Cr | +0.29% | +0.24% | +0.52% |
| GR Infraprojects Ltd. | Construction | 0.29% | ₹120 Cr | +0.34% | +0.35% | +0.50% |
| Jupiter Life Line Hospitals Ltd. | Healthcare | 0.26% | ₹108 Cr | — | — | — |
| Goodyear India Ltd. | Automobile | 0.22% | ₹88.34 Cr | +0.23% | +0.25% | +0.33% |
| BEML Ltd. | Capital Goods | 0.20% | ₹80.99 Cr | +0.18% | +0.17% | +0.23% |
| Carborundum Universal Ltd. | Metals & Mining | 0.20% | ₹81.73 Cr | +0.19% | +0.15% | +0.16% |
| D.B. Corp Ltd. | Consumer Staples | 0.20% | ₹82.92 Cr | +0.23% | +0.27% | +0.36% |
| Sula Vineyards Ltd. | Consumer Staples | 0.20% | ₹80.05 Cr | +0.23% | +0.25% | +0.42% |
| TCI Express Ltd. | Services | 0.06% | ₹24.80 Cr | +0.13% | +0.16% | +0.23% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Usha Martin Ltd. | 0.00% | 0.57% | +0.57% |
| The Great Eastern Shipping Company Ltd. | 1.41% | 1.73% | +0.32% |
| Tega Industries Ltd. | 0.88% | 1.20% | +0.32% |
| GMM Pfaudler Ltd. | 0.53% | 0.76% | +0.23% |
| Others | 0.11% | -0.10% | -0.21% |
| Brainbees Solutions Ltd. | 0.20% | 0.00% | -0.20% |
| Redington Ltd. | 1.16% | 1.35% | +0.19% |
| Aster DM Quality Care Ltd. | 3.56% | 3.37% | -0.19% |
| Indian Bank | 2.08% | 1.91% | -0.17% |
| Vedant Fashions Ltd. | 0.37% | 0.54% | +0.17% |
| eClerx Services Ltd. | 3.09% | 2.92% | -0.17% |
| Gabriel India Ltd. | 3.25% | 3.09% | -0.16% |
| PNC Infratech Ltd. | 0.59% | 0.43% | -0.16% |
| The Federal Bank Ltd. | 1.77% | 1.61% | -0.16% |
| NRB Bearings Ltd. | 0.97% | 1.12% | +0.15% |
| Fortis Healthcare Ltd. | 1.08% | 0.94% | -0.14% |
| UTI Asset Management Company Ltd. | 0.87% | 1.01% | +0.14% |
| Pearl Global Industries Ltd. | 1.77% | 1.90% | +0.13% |
| Sonata Software Ltd. | 1.40% | 1.28% | -0.12% |
| Eris Lifesciences Ltd. | 2.00% | 1.89% | -0.11% |
| Shoppers Stop Ltd. | 0.92% | 1.02% | +0.10% |
| PVR Inox Ltd. | 1.66% | 1.75% | +0.09% |
| Aadhar Housing Finance Ltd | 0.63% | 0.72% | +0.09% |
| Kei Industries Ltd. | 0.41% | 0.33% | -0.08% |
| Home First Finance Company India Ltd. | 1.69% | 1.76% | +0.07% |
| Lumax Industries Ltd. | 0.90% | 0.83% | -0.07% |
| Fiem Industries Ltd. | 1.10% | 1.04% | -0.06% |
| JK Tyre & Industries Ltd. | 1.09% | 1.03% | -0.06% |
| Kirloskar Ferrous Industries Ltd. | 0.85% | 0.91% | +0.06% |
| Vardhman Textiles Ltd. | 1.28% | 1.22% | -0.06% |
| Vishal Mega Mart Ltd. | 1.08% | 1.02% | -0.06% |
| GNA Axles Ltd. | 0.42% | 0.48% | +0.06% |
| Ion Exchange (India) Ltd. | 0.42% | 0.48% | +0.06% |
| LG Balakrishnan & Bros Ltd. | 1.12% | 1.18% | +0.06% |
| Equitas Small Finance Bank Ltd. | 1.20% | 1.15% | -0.05% |
| Mastek Ltd. | 0.66% | 0.61% | -0.05% |
| The Anup Engineering Ltd. | 0.63% | 0.58% | -0.05% |
| Blue Dart Express Ltd. | 1.22% | 1.18% | -0.04% |
| Dodla Dairy Ltd | 1.28% | 1.24% | -0.04% |
| Godrej Consumer Products Ltd. | 1.27% | 1.23% | -0.04% |
| SKF India (Industrial) Ltd. | 0.79% | 0.75% | -0.04% |
| Sudarshan Chemical Industries Ltd. | 1.75% | 1.71% | -0.04% |
| Vijaya Diagnostic Centre Ltd. | 1.67% | 1.63% | -0.04% |
| Jupiter Life Line Hospitals Ltd. | 0.30% | 0.26% | -0.04% |
| Krishna Institute of Medical Sciences Ltd | 2.01% | 2.04% | +0.03% |
| Bajaj Consumer Care Ltd. | 0.59% | 0.62% | +0.03% |
| La Opala RG Ltd. | 0.38% | 0.35% | -0.03% |
| Sharda Cropchem Ltd. | 1.00% | 0.97% | -0.03% |
| Timken India Ltd. | 1.31% | 1.34% | +0.03% |
| Transport Corporation Of India Ltd. | 0.99% | 1.02% | +0.03% |
| VRL Logistics Ltd. | 1.04% | 1.01% | -0.03% |
| Zensar Technologies Ltd. | 0.93% | 0.90% | -0.03% |
| Carborundum Universal Ltd. | 0.17% | 0.20% | +0.03% |
| KEC International Ltd. | 0.49% | 0.46% | -0.03% |
| Vesuvius India Ltd. | 0.38% | 0.41% | +0.03% |
| Firstsource Solutions Ltd. | 3.71% | 3.68% | -0.03% |
| Aditya Vision Ltd. | 1.26% | 1.28% | +0.02% |
| Apar Industries Ltd. | 1.90% | 1.92% | +0.02% |
| Bajaj Electricals Ltd. | 0.49% | 0.47% | -0.02% |
| Bank Of Baroda | 2.67% | 2.65% | -0.02% |
| CIE Automotive India Ltd. | 1.01% | 1.03% | +0.02% |
| Chambal Fertilisers and Chemicals Ltd. | 0.84% | 0.86% | +0.02% |
| City Union Bank Ltd. | 1.46% | 1.48% | +0.02% |
| Emami Ltd. | 0.29% | 0.31% | +0.02% |
| GR Infraprojects Ltd. | 0.31% | 0.29% | -0.02% |
| IFGL Refractories Ltd. | 0.33% | 0.31% | -0.02% |
| Kalpataru Projects International Ltd. | 1.55% | 1.57% | +0.02% |
| Power Mech Projects Ltd. | 1.32% | 1.34% | +0.02% |
| Suprajit Engineering Ltd. | 1.42% | 1.40% | -0.02% |
| Voltamp Transformers Ltd. | 1.05% | 1.03% | -0.02% |
| D.B. Corp Ltd. | 0.22% | 0.20% | -0.02% |
| Tata Steel Ltd. | 0.68% | 0.70% | +0.02% |
| BEML Ltd. | 0.19% | 0.20% | +0.01% |
| Gujarat Pipavav Port Ltd. | 0.35% | 0.36% | +0.01% |
| Insecticides (India) Ltd. | 0.38% | 0.37% | -0.01% |
| Redtape Ltd. | 0.66% | 0.65% | -0.01% |
| Sula Vineyards Ltd. | 0.21% | 0.20% | -0.01% |
| Awfis Space Solutions Ltd. | 0.41% | 0.40% | -0.01% |
| Wakefit Innovations Ltd. | 0.56% | 0.57% | +0.01% |
| Chalet Hotels Ltd. | 1.63% | 1.62% | -0.01% |
| Gateway Distriparks Ltd. | 0.43% | 0.43% | 0.00% |
| Goodyear India Ltd. | 0.22% | 0.22% | 0.00% |
| Indigo Paints Ltd. | 1.03% | 1.03% | 0.00% |
| JSW Dulux Ltd. | 1.32% | 1.32% | 0.00% |
| SKF India Ltd. | 0.41% | 0.41% | 0.00% |
| TCI Express Ltd. | 0.06% | 0.06% | 0.00% |
| Unichem Laboratories Ltd. | 0.66% | 0.66% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹12,980 Cr | 2.04% | 22.0% | 13.6% | 19.5% |
 Bandhan Small Cap Fund | ₹35,856 Cr | 1.73% | 11.0% | 11.3% | 19.5% |
 Invesco India Small Cap Fund | ₹16,321 Cr | 1.83% | 24.4% | 15.3% | 20.0% |
 Mahindra Manulife Small Cap Fund | ₹5,373 Cr | 2.17% | 21.8% | 12.1% | — |
 Bank of India Small Cap Fund | ₹3,685 Cr | 2.25% | 31.1% | 15.8% | 18.8% |
 ITI Small Cap Fund | ₹3,666 Cr | 2.20% | 21.6% | 13.7% | 19.6% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.
Fund managers
- Amar KalkundrikarMr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.Prior to joining HDFC Asset Management Company Limited, he has worked with Nippon India Mutual Fund, and HDFC AMC. He worked with multiple roles at HDFC MF.
- Chirag SetalvadMr. Setalvad is a B. Sc and MBA from University of North Carolina.Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months−1.61% absolute | ₹60,000 | ₹59,034 | −1.61% | |
| 1 year−6.10% annualised | ₹1,20,000 | ₹1,16,108 | −3.24% | |
| 3 years8.20% annualised | ₹3,60,000 | ₹4,09,359 | 13.71% | |
| 5 years12.04% annualised | ₹6,00,000 | ₹8,25,775 | 37.63% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of HDFC Small Cap Fund?
The NAV of HDFC Small Cap Fund is ₹133.67 as on 9 Nov 2026.
What is the expense ratio of HDFC Small Cap Fund?
The expense ratio of HDFC Small Cap Fund is 1.57% per year.
What is the minimum SIP amount for HDFC Small Cap Fund?
You can start a SIP in HDFC Small Cap Fund with ₹3,000 a month.
What returns has HDFC Small Cap Fund given?
HDFC Small Cap Fund has returned -3.2% over 1 year, 1.3% over 3 years and 9.9% over 5 years (annualised).
Is there a lock-in or exit load on HDFC Small Cap Fund?
Lock-in: None. Exit load: Exit load of 1% if redeemed within 1 year.
How risky is HDFC Small Cap Fund?
HDFC Small Cap Fund is rated Very High on the SEBI riskometer and belongs to the Small Cap category.
Which fund house manages HDFC Small Cap Fund?
HDFC Small Cap Fund is managed by HDFC Mutual Fund, which runs 86 schemes with ₹9,96,954 Cr under management.