hdfc-small-cap-fund-direct-g

HDFC Small Cap Fund - Direct (G)

  1. Equity
  2. High Risk-High Return
  • NAV as on Jul 04, 2025 ₹161.76
  • Total Returns 20.36% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
hdfc-small-cap-fund-direct-g

Overview of HDFC Small Cap Fund - Direct (G)

  • Fund House
    HDFC Small Cap Fund
  • Fund Size
    ₹34,032 Cr
  • Expense Ratio
    0.71%
  • Benchmark
    BSE 250 Smallcap Index TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

HDFC Small Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

HDFC Small Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 4.48%
  • 20.24%
  • 0.98%
  • 5.27%
  • 30.59%
  • 35.64%

Category Average

  • 3.86%
  • 17.43%
  • -2.36%
  • 2.27%
  • 27.22%
  • 34.24%

Fund Asset Allocation

Top holdings

Top Sectors

  • Commercial Services & Sup
    11.43%
  • Banks
    9.3%
  • Healthcare Services
    9.19%
  • Auto Components
    8.05%
  • Debt
    7.03%
  • Construction
    6.67%

More about HDFC Small Cap Fund - Direct (G)

HDFC Small Cap Fund - Direct (G) is a mutual fund under the High Risk-High Return category, managed by HDFC Mutual Fund. It was launched on 10 Dec 1999, and has been active for over 26 years. As of 30 Jun 2025 the fund manages assets worth ₹34,032 Crores. The expense ratio is 0.71%.

This fund generated returns of 5.27% in the last 1 year. Since its inception, it has provided an average annual return of 20.36%.

The fund's investments are mainly concentrated in sectors like Commercial Services & Sup, Banks, Healthcare Services, Auto Components and Debt.

The top five holdings in this fund include prominent companies such as TREPS, Firstsour.Solu., Aster DM Health., eClerx Services and Bank of Baroda.

Fund Managers

  • Dhruv Muchhal
  • Chirag Setalvad

Investment Objective

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 realized.

hdfc-small-cap-fund-direct-g

Frequently Asked Questions about HDFC Small Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Yes, these funds are high-risk as they invest in volatile markets or sectors with the potential for large price swings.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high tolerance for risk and are aiming for significant growth.

  3. How long should I stay invested in {{fund_type}}?

    Long-term investment, usually over five years, is recommended to ride out market volatility.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but frequent withdrawals may reduce your chances of benefiting from potential gains.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios are moderate to high, often between 1% and 2%, due to active management.

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