HDFC Small Cap Fund - Growth Option
NAV as on 04-12-2025
₹ 139.74
₹
-0.42
(
-0.2998%)
AUM as on 31-10-2025
38,412.1 Cr
Rtn (Since Inception)
16.08%
HDFC Small Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Small Cap |
| Launch Date: | 02-04-2008 |
| Assets Class: | Equity |
| Benchmark: | BSE 250 SmallCap TRI |
| TER: | 1.54% As on (31-10-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 38,412.1 Cr As on (31-10-2025) |
| Turn over: | 11.85 |
| Exit Load: | 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. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| HDFC Small Cap Reg Gr | 02-04-2008 | -2.67 | 11.55 | 19.88 | 25.99 | 18.0 |
| TRUSTMF SMALL CAP FUND REG GR | 04-11-2024 | 2.39 | 0.0 | 0.0 | 0.0 | 0.0 |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | 0.08 | 10.88 | 0.0 | 0.0 | 0.0 |
| PGIM India Small Cap Fund Reg Gr | 29-07-2021 | -1.46 | 10.76 | 12.04 | 0.0 | 0.0 |
| Sundaram Small Cap Reg Gr | 10-02-2005 | -1.66 | 11.33 | 19.33 | 23.9 | 13.63 |
| Invesco India Small Cap Reg Gr | 05-10-2018 | -2.3 | 17.29 | 23.39 | 27.11 | 0.0 |
| Axis Small Cap Reg Gr | 05-11-2013 | -2.85 | 12.12 | 17.17 | 22.54 | 18.16 |
| Bandhan Small Cap Reg Gr | 08-02-2020 | -2.87 | 22.45 | 28.74 | 27.18 | 0.0 |
| ICICI Pru Small Cap Gr | 01-10-2007 | -3.41 | 9.21 | 15.84 | 23.25 | 15.74 |
| Motilal Oswal Small Cap Reg Gr | 01-12-2023 | -3.43 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Installment Amount
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