CS
Chirag SetalvadFund Manager Since 28 Jun 2014
EquitySmall-Cap
HDFC Small Cap Fund-Direct Growth Option
3Y Annualised
20.65%
-0.61% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.62%
-0.61% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 8 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹38412.10 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
In respect of each purchase / switch-in 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.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Smallcap Fund Institutional Growth
12.01%
2nd
HSBC Small Cap Equity Fund Direct Growth
10.82%
3rd
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
10.82%
4th
HSBC Small Cap Equity Fund - IDCW Direct
10.82%
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
10.68%
122nd
HDFC Small Cap Fund-Direct Growth Option
-3.62%
Fund Managers
SB
Sankalp BaidFund Manager Since 22 Jan 2021
About HDFC Small Cap Fund-Direct Growth Option
HDFC Small Cap Fund-Direct Growth Option is a Equity mutual fund scheme from HDFC Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. HDFC Small Cap Fund-Direct Growth Option has ₹38412.10 Cr worth of assets under management (AUM) as of Sun Dec 07 2025. The latest Net Asset Value (NAV) of HDFC Small Cap Fund-Direct Growth Option as of Fri Dec 05 2025 is ₹158.422. The fund has an expense ratio of 0.67%, which is medium comparable to most other Equity funds.
HDFC Small Cap Fund-Direct Growth Option returns for the last 1 year are -2.51%. Since launch, it has delivered 19.46% average annual returns.
The HDFC Small Cap Fund-Direct Growth Option has the majority of its money invested in Technology, Healthcare, Financial Services, Consumer Cyclical sectors.
Top 5 Holdings of HDFC Small Cap Fund-Direct Growth Option.
- Firstsource Solutions Ltd: 5.09%
- eClerx Services Ltd: 4.46%
- Aster DM Healthcare Ltd Ordinary Shares: 4.22%
- Bank of Baroda: 3.39%
- Gabriel India Ltd: 3.14%
AMC Information
| Name | HDFC Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| cliser@hdfcfund.com | |
| Phone | +91 22 66316333 |
| Website | www.hdfcfund.com |
| Address | HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate, |
Tax Implications of HDFC Small Cap Fund-Direct Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from HDFC Asset Management Co Ltd
HDFC Arbitrage Fund Wholesale Plan Growth
Alternative StrategiesArbitrage Fund
3Y CAGR
7.16%
expense ratio
0.93%
fund size
₹23009.16 Cr
HDFC Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
6.93%
expense ratio
0.89%
fund size
₹2944.53 Cr
HDFC Income Fund Growth
Fixed IncomeMedium to Long Duration
3Y CAGR
6.82%
expense ratio
1.39%
fund size
₹914.60 Cr
HDFC Infrastructure Fund -Direct Plan - Growth Option
EquityEquity - Infrastructure
3Y CAGR
25.31%
expense ratio
1.12%
fund size
₹2586.00 Cr
HDFC Income Plus Arbitrage Active FOF Growth
AllocationFund of Funds
3Y CAGR
11.54%
expense ratio
0.42%
fund size
₹2131.98 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
