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HDFC Small Cap Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹40,417 Cr

Lock In Period

N/A

Expense Ratio

1.56

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-0.840.1312.01
6M5.502.7733.87
1Y-4.244.5777.31
3Y11.7115.07106.13

Portfolio Analysis

  • Equity: 89.84%
  • Debt: 10.16%
  • Others
As on: 2026-06-30
View allocation % by

1. Aster DM Healthcare Limited3.83%
2. Fortis Healthcare Limited2.24%
3. Krishna Institute Of Medical Sciences Limited2.24%
4. Vijaya Diagnostic Centre Limited1.06%

1. Firstsource Solutions Ltd.3.31%
2. eClerx Services Limited2.10%

1. Bank of Baroda3.16%
2. Indian Bank1.96%

1. The Federal Bank Ltd.1.70%
2. City Union Bank Ltd.1.38%
3. Equitas Small Finance Bank Ltd1.27%

1. Timken India Ltd.1.50%
2. NRB Bearing Ltd.0.96%
3. SKF India (Industrial) Limited0.79%
4. SKF India Ltd.0.46%

1. Kalpataru Projects International Ltd1.57%
2. Voltamp Transformers Ltd.1.03%
3. KEC International Ltd.0.64%

1. Gabriel India Ltd.3.00%

1. Eris Lifesciences Ltd2.33%
2. Unichem Laboratories Ltd.0.62%

1. Sonata Software Ltd.1.33%
2. Zensar Technologies Ltd.0.88%
3. Mastek Ltd.0.53%

1. Godrej Consumer Products Ltd.1.30%
2. Bajaj Consumer Care Ltd.0.81%
3. Emami Ltd.0.34%

1. Home First Finance Company India Ltd1.68%
2. Aadhar Housing Finance Limited0.72%

1. JSW Dulux Limited1.36%
2. Indigo Paints Limited0.76%

1. Vishal Mega Mart Limited1.20%
2. Shoppers Stop Ltd.0.88%

1. Apar Industries Limited1.96%

1. FIEM INDUSTRIES LIMITED1.21%
2. Lumax Industries Ltd0.73%

1. Great Eastern Shipping Company Ltd.1.66%

1. Sharda Cropchem Ltd.1.18%
2. Insecticides (India) Ltd.0.42%

1. Power Mech Projects Ltd.1.50%

1. Vardhman Textiles Ltd.1.48%

1. TEGA INDUSTRIES LIMITED0.98%
2. ION EXCHANGE (INDIA) LIMITED0.49%

1. VRL Logistics Ltd.0.84%
2. Gateway Distriparks Limited0.48%
3. TCI Express Ltd.0.13%

1. Aditya Vision Limited1.43%

1. Chalet Hotels Ltd.1.40%

1. PEARL GLOBAL INDUSTRIES LIMITED1.39%

1. PVR LIMITED1.36%

1. Suprajit Engineering Ltd.1.35%

1. Dodla Dairy Limited1.30%

1. JK Tyre & Industries Limited1.07%
2. Goodyear India Ltd.0.23%

1. Sudarshan Chemical Industries Limited1.26%

1. The Anup Engineering Limited0.85%
2. GMM Pfaudler Limited0.41%

1. CIE Automotive India Ltd1.23%

1. Blue Dart Express Ltd.1.22%

1. LG Balakrishnan & Bros Ltd.1.10%

1. Transport Corporation of India Ltd.1.09%

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 ₹40,417 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.56. 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 Growth39,378 CR2.06
SBI Small Cap Fund Growth240,156 CR1.58
HDFC Small Cap Fund - Growth440,416 CR1.56
Bandhan Small Cap Fund Growth528,466 CR1.8
Fund Name1Y3Y
This FundICICI Prudential Smallcap Fund Growth-1.738638.1703
This FundSBI Small Cap Fund Growth0.234739.3281
This FundHDFC Small Cap Fund - Growth-4.239139.4096
This FundBandhan Small Cap Fund Growth4.328998.0547

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 1.56. 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 : -0.84%
  • 6 Months : 5.50%
  • 1 Year : -4.24%
  • 3 Years : 11.71%
Returns of HDFC Small Cap Fund - Growth are updated daily based on NAV of ₹ 139.16 as on Jul 27,2026. Since inception, the return has been 39.41%.

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 ₹40,417 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.