HDFC Small Cap Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

HDFC Small Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹41,891 Cr

Lock In Period

N/A

Expense Ratio

1.54

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.

Benchmark

Nifty Smallcap 100 Total Return

HDFC Small Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.12-0.3712.01
6M18.155.1048.55
1Y-2.744.4477.31
3Y10.5714.18100.44

Portfolio Analysis

  • Equity: 89.64%
  • Debt: 10.36%
  • Others
As on: 2026-08-31
View allocation % by

1. Aster DM Quality Care Limited3.56%
2. Krishna Institute Of Medical Sciences Limited2.01%
3. Vijaya Diagnostic Centre Limited1.67%
4. Fortis Healthcare Limited1.08%
5. Jupiter Life Line Hospitals Limited0.30%

1. Firstsource Solutions Ltd.3.71%
2. eClerx Services Limited3.09%

1. Bank of Baroda2.67%
2. Indian Bank2.08%

1. The Federal Bank Ltd.1.77%
2. City Union Bank Ltd.1.46%
3. Equitas Small Finance Bank Ltd1.20%

1. Timken India Ltd.1.31%
2. NRB Bearing Ltd.0.97%
3. SKF India (Industrial) Limited0.79%
4. SKF India Ltd.0.41%

1. Gabriel India Ltd.3.25%

1. Kalpataru Projects International Ltd1.55%
2. Voltamp Transformers Ltd.1.05%
3. KEC International Ltd.0.49%

1. Sonata Software Ltd.1.40%
2. Zensar Technologies Ltd.0.93%
3. Mastek Ltd.0.66%

1. Eris Lifesciences Ltd2.00%
2. Unichem Laboratories Ltd.0.66%

1. JSW Dulux Limited1.32%
2. Indigo Paints Limited1.03%

1. Home First Finance Company India Ltd1.69%
2. Aadhar Housing Finance Limited0.63%

1. Godrej Consumer Products Ltd.1.27%
2. Bajaj Consumer Care Ltd.0.59%
3. Emami Ltd.0.29%

1. FIEM INDUSTRIES LIMITED1.10%
2. Lumax Industries Ltd0.90%

1. Vishal Mega Mart Limited1.08%
2. Shoppers Stop Ltd.0.92%

1. Apar Industries Limited1.90%

1. PEARL GLOBAL INDUSTRIES LIMITED1.77%

1. Sudarshan Chemical Industries Limited1.75%

1. PVR LIMITED1.66%

1. Chalet Hotels Ltd.1.63%

1. VRL Logistics Ltd.1.04%
2. Gateway Distriparks Limited0.43%
3. TCI Express Ltd.0.06%

1. Suprajit Engineering Ltd.1.42%

1. Great Eastern Shipping Company Ltd.1.41%

1. Sharda Cropchem Ltd.1.00%
2. Insecticides (India) Ltd.0.38%

1. Power Mech Projects Ltd.1.32%

1. JK Tyre & Industries Limited1.09%
2. Goodyear India Ltd.0.22%

1. TEGA INDUSTRIES LIMITED0.88%
2. ION EXCHANGE (INDIA) LIMITED0.42%

1. Vardhman Textiles Ltd.1.28%

1. Dodla Dairy Limited1.28%

1. Aditya Vision Limited1.26%

1. Blue Dart Express Ltd.1.22%

1. The Anup Engineering Limited0.63%
2. GMM Pfaudler Limited0.53%

1. Redington Ltd.1.16%

1. LG Balakrishnan & Bros Ltd.1.12%

1. CIE Automotive India Ltd1.01%
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About Fund HDFC Small Cap Fund - Growth

HDFC Small Cap Fund - Growth managed by HDFC Mutual Fund,is a Small-capscheme with Assets Under Management of ₹41,891 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.

Fund Managers

Chirag Setalvad

Mr. Chirag is a Science Graduate and has done his MBA from University of North Carolina. He has over 13 years of experience, of which 10 years in Fund Management and Equity Research and 3 years in investment banking. Prior to this he was with New Vernon Advisory Services Ltd for 3 years and had worked in ING Barings N.V. from September 1996 till May 2000.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Samco Small Cap Fund Growth0196 CR3.48
Bajaj Finserv Small Cap Fund Growth02,646 CR2.37
HDFC Small Cap Fund - Growth441,890 CR1.54
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundSamco Small Cap Fund Growth00
This FundBajaj Finserv Small Cap Fund Growth16.50370
This FundHDFC Small Cap Fund - Growth-2.744335.1858
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559

HDFC Small Cap Fund - Growth 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 : -0.12%
  • 6 Months : 18.15%
  • 1 Year : -2.74%
  • 3 Years : 10.57%
Returns of HDFC Small Cap Fund - Growth are updated daily based on NAV of ₹ 139.278 as on Sep 24,2026. Since inception, the return has been 35.19%.

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 ₹41,891 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.