HDFC Small Cap Fund - Growth Option
Equity
Small Cap
HDFC Small Cap Fund Returns
NAV: ₹132.643
As of 2026-05-29
-1.75%
1yr
14.53%
3yr
16.9%
5yr
All
HDFC Small Cap Fund Return Calculator
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Monthly SIP
Lumpsum
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HDFC Small Cap Fund Overview
About HDFC Small Cap Fund - Growth Option
The HDFC Small Cap Fund - Growth Option , a Small Cap multi-cap fund Open Ended Mutual Funds from HDFC Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
HDFC Small Cap Fund - Growth Option - Performance
The HDFC Small Cap Fund - Growth Option has set a great track record, delivering an impressive 1-year return of -1.75. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹38,168.1786 Cr. and the latest NAV declared is 132.643 as on 2026-05-29.
HDFC Small Cap Fund - Growth Option - Investment Strategy
The HDFC Small Cap Fund - Growth Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
HDFC Small Cap Fund - Growth Option - Fees and Expenses
The HDFC Small Cap Fund - Growth Option has an expense ratio of 1.57 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.
HDFC Small Cap Fund - Growth Option - SIP Planning
The HDFC Small Cap Fund - Growth Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. HDFC Small Cap Fund - Growth Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Small Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Small Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
100
Min Lumpsum
₹100
Fund Size(Cr)
₹38,168.18
Expense Ratio
1.57%
Exit Load
1%
1% on or before 1Y, Nil after 1Y
Fund Analysis
About HDFC Small Cap Fund
HDFC Smallcap Fund is an open-ended equity scheme primarily investing in the stocks of small-cap companies.
Investment Objective
The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in equity & equity-related securities of small-cap companies.
Benchmark
The Benchmark of the scheme is NIFTY Smallcap 100 Index.
Investment Details
| Particulars | Minimum Amount |
| Minimum Application Amount | Rs.5,000 & in multiples of Rs.1 thereafter |
| Minimum Additional Investment | Rs.1,000 & in multiples of Rs.1 thereafter |
SIP Details
| Type | Minimum Amount | Minimum Installments |
| Daily | Rs.300 & in multiples of Rs.1 thereafter | - |
| Weekly | Rs.1,000 & in multiples of Rs.1 thereafter | 6 |
| Monthly (Less than Rs.1,000) | Rs.500 & in multiples of Rs.1 thereafter | 12 |
| Monthly (Equal to or greater than Rs.1,000) | 6 | |
| Quarterly (Less than Rs.3,000) | Rs.1,500 & in multiples of Rs.1 thereafter | 4 |
| Quarterly (Equal to or greater than Rs.3,000) | 2 |
Loads
Entry Load: Nil
Exit Load:
If units are redeemed or switched out within 1 year - 1%
If units are redeemed or switched out after 1 year - Nil
Suitability
HDFC Smallcap Fund is suitable for investors with a high-risk appetite and looking to invest for a period of 7 years & above.
Taxation:
As the fund predominantly invests in equity securities, HDFC Smallcap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:
- If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1.25 lacs in a financial year is tax-free and above that, it is taxed at the rate of 12.5% without the benefit of indexation.
- If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 20%.
HDFC Small Cap Fund’s Asset Allocation
Under normal conditions, the pattern of asset allocation is as follows:
| Assets | Minimum indicative allocation (% of total assets) | Maximum indicative allocation (% of total assets) | Risk Profile |
| Equity & Equity related securities of small-cap companies | 65 | 100 | High |
| Equity & Equity related securities of other companies | 0 | 35 | High |
| Debt & Money market instruments | 0 | 35 | Low to Moderate |
| REITs & InVITs | 0 | 10 | Moderate to High |
| Non-convertible preference shares | 0 | 10 | Low to Moderate |
Who should invest in HDFC Small Cap Fund?
Small cap funds are those equity mutual funds that invest in equity & equity-related securities of the companies beyond the top 250 companies in terms of market capitalization.
These companies have small market shares but aim to come out with innovative products which could disrupt the market through their qualitative offerings. These stocks carry the potential to become midcaps and later, large-caps by gaining market share over time.
Investments in HDFC Smallcap Fund can be made by investors who want to invest in startups or small businesses having the potential to deliver good returns over longer periods. The small size of the underlying holdings makes investments in these funds relatively risky & more volatile as compared to investments in other equity fund categories.
Investors with high risk appetite looking to invest in equity funds for a long investment horizon could consider investments in this fund. The fund can be a good investment for a diversified equity portfolio.
Eligibility - Who can invest?
The following people are eligible to invest in this scheme:
- Indian Resident Adults (single holder or on a joint basis)
- Hindu Undivided Family
- Partnership entities
- Limited Liability Partnership units
- Minor through parent or a legal guardian
- Sole Proprietor
- Corporates, PSUs & others.
- NRIs/POIs/OCIs
- Banks & Financial Institutions
- Religious & Charitable Trusts
- Defense & paramilitary units
- Foreign Portfolio Investors
- Pension/Provident/Gratuity Funds
- Trustee, AMCs or Sponsors
- Other schemes of HDFC or other mutual funds
- Alternative Investment Funds
- Others
How to invest?
You can invest in HDFC Smallcap Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.
More HDFC Funds:
HDFC Balance Advantage Fund
HDFC Equity Fund Growth Option
HDFC Top 100 Fund - Growth Option
HDFC Hybrid Equity Fund
HDFC Mid-Cap Opportunities Fund
HDFC Liquid Fund Growth
HDFC Short Term Debt Fund
HDFC TaxSaver Growth Plan
HDFC Low Duration Fund
HDFC Ultra Short Term Fund
HDFC Small Cap Fund Holdings
HDFC Small Cap Fund AMC Details
Fund House
HDFC Asset Management Company Limited
Fund Manager
Abhishek Mor
HDFC Small Cap Fund FAQs
How can I invest in the HDFC Small Cap Fund ?
What are the historical returns of the HDFC Small Cap Fund ?
What is the Net Asset Value (NAV) of HDFC Small Cap Fund currently?
Is HDFC Small Cap Fund a good investment option for me?
What are the expense ratios associated with HDFC Small Cap Fund ?
Can I invest in both SIP and Lump Sum plans for HDFC Small Cap Fund ?
How can I redeem my investments in the HDFC Small Cap Fund ?
What is the current Asset Under Management (AUM) for HDFC Small Cap Fund ?
How can I invest in the HDFC Small Cap Fund through SIPs of INR 1000 per month?
Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.