TickerKhojHDFC Mutual Fund · Equity · Small Cap · Direct plan
HDFC Small Cap Fund - Direct Plan - Growth
₹150.528NAV on 2 Nov 2026Expense ratio 0.80%
29 Oct 2025NAV low 135.38 · high 165.16-10.0%
In plain words
Over 3 years it returned +8.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.6%.
On 3-year return it ranks 22 of 24 funds in Small Cap.
A monthly SIP over 10 years ended ₹1,67,956 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 | -4.9% | +1.9% |
| 3 months | -7.1% | -5.1% |
| 6 months | -1.4% | -3.2% |
| 1 year | -9.8% | -10.2% |
| 3 years (yearly) | +8.9% | +7.4% |
| 5 years (yearly) | +13.1% | +6.5% |
| 10 years (yearly) | +16.4% | +11.3% |
| Since start (yearly) | +17.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,378 | -7.6% |
| 3 years | ₹3,60,000 | ₹3,64,688 | +0.8% |
| 5 years | ₹5,90,000 | ₹7,59,870 | +9.9% |
| 10 years | ₹11,90,000 | ₹28,31,190 | +16.4% |
Other plan of this fund: HDFC Small Cap Fund - Regular Plan - Growth