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HDFC Small Cap Fund - Growth Return

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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)

₹38,168 Cr

Lock In Period

N/A

Expense Ratio

1.64

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

Summary

HDFC Small Cap Fund - Growth NAV is ₹134.132 as of 29 May, 2026. HDFC Small Cap Fund - Growth has delivered 52.46% returns since its launch. The minimum SIP investment amount in HDFC Small Cap Fund - Growth is ₹100. The AUM of HDFC Small Cap Fund - Growth is ₹38,168 Cr. The expense ratio of the fund is 1.64%, and its benchmark is Nifty Smallcap 100 Total Return. The current exit load of the fund 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 last 1M months, HDFC Small Cap Fund - Growth has delivered 2.63% returns.

HDFC Small Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.630.4112.01
6M-4.961.8527.35
1Y0.185.2477.31
3Y15.0913.97126.03

Portfolio Analysis

  • Equity: 90.45%
  • Debt: 9.55%
  • Others
As on: 2026-04-30
View allocation % by

1. Aster DM Healthcare Limited4.42%
2. Fortis Healthcare Limited2.28%
3. Krishna Institute Of Medical Sciences Limited1.94%
4. Vijaya Diagnostic Centre Limited0.29%

1. Firstsource Solutions Ltd.3.17%
2. eClerx Services Limited2.35%

1. Bank of Baroda3.23%
2. Indian Bank2.16%

1. The Federal Bank Ltd.1.56%
2. City Union Bank Ltd.1.42%
3. Equitas Small Finance Bank Ltd1.17%

1. Kalpataru Projects International Ltd1.52%
2. Voltamp Transformers Ltd.1.18%
3. KEC International Ltd.0.73%

1. Timken India Ltd.1.57%
2. NRB Bearing Ltd.0.65%
3. SKF India (Industrial) Limited0.64%
4. SKF India Ltd.0.50%

1. Sonata Software Ltd.1.30%
2. Zensar Technologies Ltd.1.13%
3. Mastek Ltd.0.55%

1. Eris Lifesciences Ltd2.34%
2. Unichem Laboratories Ltd.0.56%

1. Gabriel India Ltd.2.63%

1. Godrej Consumer Products Ltd.1.45%
2. Bajaj Consumer Care Ltd.0.64%
3. Emami Ltd.0.39%

1. Home First Finance Company India Ltd1.49%
2. Aadhar Housing Finance Limited0.68%

1. Great Eastern Shipping Company Ltd.2.16%

1. Vishal Mega Mart Limited1.31%
2. Shoppers Stop Ltd.0.75%

1. Sharda Cropchem Ltd.1.52%
2. Insecticides (India) Ltd.0.48%

1. JSW Dulux Limited1.20%
2. Indigo Paints Limited0.64%

1. FIEM INDUSTRIES LIMITED1.13%
2. Lumax Industries Ltd0.68%

1. Apar Industries Limited1.63%

1. VRL Logistics Ltd.0.96%
2. Gateway Distriparks Limited0.51%
3. TCI Express Ltd.0.16%

1. PVR LIMITED1.59%

1. Vardhman Textiles Ltd.1.51%

1. Power Mech Projects Ltd.1.47%

1. TEGA INDUSTRIES LIMITED1.01%
2. ION EXCHANGE (INDIA) LIMITED0.46%

1. Blue Dart Express Ltd.1.41%

1. Sudarshan Chemical Industries Limited1.39%

1. CIE Automotive India Ltd1.35%

1. Dodla Dairy Limited1.31%

1. The Anup Engineering Limited0.80%
2. GMM Pfaudler Limited0.50%

1. Suprajit Engineering Ltd.1.29%

1. LG Balakrishnan & Bros Ltd.1.28%

1. JK Tyre & Industries Limited1.01%
2. Goodyear India Ltd.0.26%

1. Aditya Vision Limited1.21%

1. Chalet Hotels Ltd.1.21%

1. Transport Corporation of India Ltd.1.16%

1. PEARL GLOBAL INDUSTRIES LIMITED1.12%

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 ₹38,168 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.64. 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
ICICI Prudential Smallcap Fund Growth38741.3 CR1.81
Canara Robeco Small Cap Fund Growth313276 CR1.78
HDFC Small Cap Fund - Growth438168.18 CR1.64
Bandhan Small Cap Fund Growth525345.79 CR2
Fund Name1Y3Y
This FundICICI Prudential Smallcap Fund Growth1.528750.2349
This FundCanara Robeco Small Cap Fund Growth2.653952.1637
This FundHDFC Small Cap Fund - Growth0.184152.4563
This FundBandhan Small Cap Fund Growth7.609117.0871

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 1.64. 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 : 2.63%
  • 6 Months : -4.96%
  • 1 Year : 0.18%
  • 3 Years : 15.09%
Returns of HDFC Small Cap Fund - Growth are updated daily based on NAV of ₹ 134.132 as on May 27,2026. Since inception, the return has been 52.46%.

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 ₹38,168 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.