TickerKhojHDFC Mutual Fund · Equity · Small Cap · Regular plan
HDFC Small Cap Fund - Regular Plan - Growth
₹130.99NAV on 2 Nov 2026Expense ratio 1.57%
3 Nov 2025NAV low 118.36 · high 144.9-9.6%
In plain words
Over 3 years it returned +8.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.8%.
On 3-year return it ranks 22 of 24 funds in Small Cap.
A monthly SIP over 10 years ended ₹1,70,392 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.0% | +1.9% |
| 3 months | -6.5% | -5.1% |
| 6 months | -0.5% | -3.2% |
| 1 year | -8.9% | -10.2% |
| 3 years (yearly) | +8.3% | +7.4% |
| 5 years (yearly) | +11.9% | +6.5% |
| 10 years (yearly) | +15.6% | +11.3% |
| Since start (yearly) | +15.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,926 | -6.2% |
| 3 years | ₹3,60,000 | ₹3,61,103 | +0.2% |
| 5 years | ₹6,00,000 | ₹7,59,714 | +9.4% |
| 10 years | ₹12,00,000 | ₹27,07,820 | +15.5% |
Other plan of this fund: HDFC Small Cap Fund - Direct Plan - Growth