- Mutual Funds
- HDFC Mutual Fund
- HDFC Small Cap Fund Regular Growth
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Scheme Information
The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.
Expense Ratio | 1.6 % |
Launched 17Y ago | 2008-04-03 |
AUM in Crores | 30223.5 |
ISIN | INF179KA1RZ8 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 250 SmallCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 16.2 |
Beta | 0.8 |
Sharpe Ratio | 0.7 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
7.46%Firstsource Solutions Ltd.
5.01%Bank Of Baroda
3.27%Sonata Software Ltd.
3.08%eClerx Services Ltd.
2.63%
Allocation by Sector
Services
24.94%Healthcare
12.01%Financial
11.42%Capital Goods
10.5%Automobile
6.24%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
HDFC Small Cap Fund Regular Plan Growth Review
HDFC Small Cap Fund Regular Plan Growth is a Small Cap Equity fund and has delivered an annualised return of 15.59% over 17 years. The fund has grown over a period of 17 years. The fund is managed by HDFC Mutual Fund. The fund managers are Chirag Setalvad, Dhruv Muchhal.
Nav of HDFC Small Cap Fund as of 4/15/2025 is ₹120.97 with the total AUM as of 4/16/2025 is ₹30223.46. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Small Cap Fund was launched on 2008-04-03. The category risk of the fund is Very High.
The minimum SIP amount for HDFC Small Cap Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Small Cap Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 250 SmallCap Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered -4.78% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Small Cap Fund.