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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹33,724 Cr

Lock In Period

N/A

Expense Ratio

1.57

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 ₹133.454 NAV as of Apr 17,2026 and returns since inception of 62.26%. Minimum investments start at SIP ₹100. The HDFC Small Cap Fund - Growth AUM is ₹33,724 Cr, with a lock-in of N/A years, expense ratio of 1.57%, 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 7.04% returns, against a category average of 1.31% and a category best of 14.67%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.041.3114.67
6M-7.021.6027.35
1Y7.765.9277.31
3Y17.5115.26130.00

Portfolio Analysis

  • Equity: 89.73%
  • Debt: 10.27%
  • Others
As on: 2026-03-31
View allocation % by

1. Aster DM Healthcare Limited4.78%
2. Fortis Healthcare Limited2.23%
3. Krishna Institute Of Medical Sciences Limited2.05%

1. Firstsource Solutions Ltd.3.42%
2. eClerx Services Limited2.55%

1. Bank of Baroda3.44%
2. Indian Bank2.43%

1. The Federal Bank Ltd.1.60%
2. City Union Bank Ltd.1.42%
3. Equitas Small Finance Bank Ltd1.03%

1. Timken India Ltd.1.67%
2. SKF India (Industrial) Limited0.68%
3. NRB Bearing Ltd.0.56%
4. SKF India Ltd.0.46%

1. Kalpataru Projects International Ltd1.45%
2. Voltamp Transformers Ltd.0.99%
3. KEC International Ltd.0.75%

1. Eris Lifesciences Ltd2.59%
2. Unichem Laboratories Ltd.0.47%

1. Zensar Technologies Ltd.1.28%
2. Sonata Software Ltd.1.21%
3. Mastek Ltd.0.46%

1. Godrej Consumer Products Ltd.1.52%
2. Bajaj Consumer Care Ltd.0.56%
3. Emami Ltd.0.39%

1. Gabriel India Ltd.2.38%

1. Great Eastern Shipping Company Ltd.2.19%

1. Vishal Mega Mart Limited1.24%
2. Shoppers Stop Ltd.0.81%

1. Home First Finance Company India Ltd1.31%
2. Aadhar Housing Finance Limited0.68%

1. Sharda Cropchem Ltd.1.39%
2. Insecticides (India) Ltd.0.41%

1. AkzoNobel India Ltd.1.16%
2. Indigo Paints Limited0.60%

1. FIEM INDUSTRIES LIMITED1.10%
2. Lumax Industries Ltd0.64%

1. VRL Logistics Ltd.1.00%
2. Gateway Distriparks Limited0.51%
3. TCI Express Ltd.0.16%

1. TEGA INDUSTRIES LIMITED1.13%
2. ION EXCHANGE (INDIA) LIMITED0.42%

1. Apar Industries Limited1.48%

1. Vardhman Textiles Ltd.1.46%

1. Suprajit Engineering Ltd.1.40%

1. PVR LIMITED1.38%

1. LG Balakrishnan & Bros Ltd.1.35%

1. Blue Dart Express Ltd.1.33%

1. Transport Corporation of India Ltd.1.31%

1. Sudarshan Chemical Industries Limited1.28%

1. Dodla Dairy Limited1.27%

1. JK Tyre & Industries Limited1.02%
2. Goodyear India Ltd.0.25%

1. Chalet Hotels Ltd.1.26%

1. CIE Automotive India Ltd1.26%

1. Aditya Vision Limited1.25%

1. The Anup Engineering Limited0.70%
2. GMM Pfaudler Limited0.50%

1. Power Mech Projects Ltd.1.17%

1. PEARL GLOBAL INDUSTRIES LIMITED1.12%

1. Chambal Fertilizers & Chemicals Ltd.1.09%

About Fund

HDFC Small Cap Fund - Growth managed by HDFC Mutual Fund,is a Small-capscheme with Assets Under Management of ₹33,724 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.57. 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
This FundHSBC Small Cap Fund - Growth213881.79 CR1.72
This FundAxis Small Cap Fund Growth323918.65 CR1.61
This FundHDFC Small Cap Fund - Growth433724.28 CR1.57
This FundBandhan Small Cap Fund Growth520129.67 CR1.64
Fund Name1Y3Y
This FundHSBC Small Cap Fund - Growth4.671457.7032
This FundAxis Small Cap Fund Growth5.943762.1959
This FundHDFC Small Cap Fund - Growth7.756162.2648
This FundBandhan Small Cap Fund Growth10.7388120.863

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 1.57. 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 : 7.04%
  • 6 Months : -7.02%
  • 1 Year : 7.76%
  • 3 Years : 17.51%
Returns of HDFC Small Cap Fund - Growth are updated daily based on NAV of ₹ 133.454 as on Apr 17,2026. Since inception, the return has been 62.26%.

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 ₹33,724 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