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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹36,941 Cr
Lock In Period
N/A
Expense Ratio
1.54
Benchmark
Nifty Smallcap 100 Total Return
Exit Load
In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Summary
Latest details for HDFC Small Cap Fund - Growth include a ₹131.26 NAV as of Mar 02,2026 and returns since inception of 64.12%. Minimum investments start at SIP ₹100. The HDFC Small Cap Fund - Growth AUM is ₹36,941 Cr, with a lock-in of N/A years, expense ratio of 1.54%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -1.08% returns, against a category average of 0.57% and a category best of 12.01%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.08 | 0.57 | 12.01 |
| 6M | -7.76 | 3.07 | 27.35 |
| 1Y | 15.37 | 8.04 | 77.31 |
| 3Y | 17.96 | 17.91 | 121.63 |
Portfolio Analysis
- Equity: 91.50%
- Debt: 8.50%
- Others
As on: 2026-01-31
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About Fund
HDFC Small Cap Fund - Growth managed by HDFC Mutual Fund,is a Small-capscheme with Assets Under Management of ₹36,941 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.54. Under the expert guidance of Chirag Setalvad ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundFranklin India Small Cap Fund Growth | 4 | 12763.51 CR | 1.77 |
| This FundAditya Birla Sun Life Small Cap Fund Growth | 1 | 4778.12 CR | 1.9 |
| This FundHDFC Small Cap Fund - Growth | 5 | 36940.54 CR | 1.54 |
| This FundBandhan Small Cap Fund Growth | 5 | 19266.54 CR | 1.63 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Small Cap Fund Growth | 10.1176 | 62.4467 |
| This FundAditya Birla Sun Life Small Cap Fund Growth | 18.8596 | 62.9659 |
| This FundHDFC Small Cap Fund - Growth | 15.365 | 64.116 |
| This FundBandhan Small Cap Fund Growth | 15.2686 | 112.788 |
FAQs
HDFC Small Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HDFC Small Cap Fund - Growth is 1.54. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Small Cap Fund - Growth’s fund performance is as follows:
- 1 Month : -1.08%
- 6 Months : -7.76%
- 1 Year : 15.37%
- 3 Years : 17.96%
You can invest in HDFC Small Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HDFC Small Cap Fund - Growth is ₹36,941 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Small Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500