EquitySmall Cap FundDirect · Growth
HDFC Small Cap Fund - Growth Option - Direct Plan
HDFC · Scheme 130503
₹161.78▼ 0.16%NAV · 2026-09-18
Average FundScore
AUM
₹41,679 cr
Expense ratio
0.75%
3Y CAGR
13.0%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Chirag SetalvadExit load: Exit load of 1% if redeemed within 1 year
Average · 54/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 16.3% CAGR over 5 years.
- ✓5Y CAGR: +16.3%
- ✓10Y CAGR: +18.0%
- ✓Positive 3Y windows: 95% of rolling 3Y windows positive
📉 What could drag it down
- •Can fall sharply — dropped 48% in its worst stretch. Stomach needed.
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •3Y CAGR vs category: -5.0% vs category avg
- •5Y CAGR vs category: -1.8% vs category avg
FundScore breakdown
54/100 · Average
Returns
Average
Consistency
Average
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.