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HDFC Small Cap Fund - Growth Option
HDFC Mutual Fund · Equity · Small Cap Fund
₹139.79
AUM: —
NAV updated 20 days ago
Option
Growth
Risk
Very High
Sharpe Ratio
-0.42
Std Dev (1Y)
15.24%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.03%
3m
+4.88%
6m
+8.52%
1y
-1.16%
3y
+9.82%
5y
+14.51%
10y
+16.27%
since inception
+16.77%
TopFund's Take on HDFC Small Cap Fund - Growth Option
HDFC Small Cap Fund - Growth Option is a Small Cap Fund fund from HDFC Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.42 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.24% is fairly typical for Small Cap Fund funds.
Who should invest: This fund is best suited to investors with a 7-10 year horizon who can stomach 30-40% drawdowns in a bad year in exchange for higher long-term growth potential. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
No similar funds found.
Tools & Guides for This Fund
Frequently Asked Questions about HDFC Small Cap Fund - Growth Option
The current NAV (Net Asset Value) of HDFC Small Cap Fund - Growth Option is ₹139.79. NAV is updated every business day after market close by AMFI.
1Y: -1.16% · 3Y CAGR: 9.82% · 5Y CAGR: 14.51%
Expense ratio data for HDFC Small Cap Fund - Growth Option is not yet available.
HDFC Small Cap Fund - Growth Option is managed by HDFC Mutual Fund.
HDFC Small Cap Fund - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, HDFC Small Cap Fund - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in HDFC Small Cap Fund - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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