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HDFC Mutual Fund
HDFC Mutual Fund · Equity: Small Cap

HDFC Small Cap Fund - Growth Option

To provide long-term capital appreciation /income by investing predominantly in Small-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

EquityBenchmark · BSE 250 SmallCap TRITER · 1.56%Inception · 02-04-2008
NAV
₹135.81
-0.01% · as of 14-10-2026
Since inception
15.11%
CAGR
Benchmark (inception)
15.61%
CAGR
Fund size
₹40,801 Cr
AUM
Expense ratio
1.56%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +15.11% CAGR vs benchmark +15.61%.

Portfolio

Where the money is invested

Top holdings

ASTER DM HEALTHCARE LIMITED EQ3.83%
FIRSTSOURCE SOLUTIONS LIMITED EQ3.31%
BANK OF BARODA EQ NEW FV RS. 2/-3.16%
GABRIEL INDIA LIMITED EQ NEW FV RE. 1/-3.00%
ERIS LIFESCIENCES LIMITED EQ NEW FV RE. 1/-2.33%
FORTIS HEALTHCARE LIMITED. EQ2.24%
Krishna Institute Of Medical Sciences Limited2.24%
ECLERX SERVICES LIMITED EQ2.10%
APAR INDUSTRIES LIMITED EQ1.96%
INDIAN BANK EQ1.96%

Sector allocation

Financial Services12.77%
Services12.59%
Healthcare12.32%
Automobile and Auto Components11.24%
Capital Goods9.56%
Consumer Services5.18%
Construction4.79%
Consumer Durables4.25%
Fast Moving Consumer Goods3.98%
Chemicals3.85%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 15.1% p.a.
₹10,000
10 years
Projected value
₹28,05,540
Invested: ₹12,00,000
Gained: ₹16,05,540
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
C
Chirag Setalvad, Bhagyesh Kagalkar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
130502
ISIN (Growth)
INF179KA1RZ8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

Other Equity: Small Cap funds

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