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HDFC Small Cap Fund - IDCW Option
HDFC Mutual Fund · Equity · Small Cap Fund
₹40.57
AUM: —
NAV updated 20 days ago
Option
Idcw
Risk
Very High
Sharpe Ratio
-0.91
Std Dev (1Y)
18.63%
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
+8.54%
1y
-10.65%
3y
-0.6%
5y
+3.61%
10y
+6.22%
since inception
+6.58%
TopFund's Take on HDFC Small Cap Fund - IDCW Option
HDFC Small Cap Fund - IDCW 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 -0.91 — 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 18.63% 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 - IDCW Option
The current NAV (Net Asset Value) of HDFC Small Cap Fund - IDCW Option is ₹40.57. NAV is updated every business day after market close by AMFI.
1Y: -10.65% · 3Y CAGR: -0.6% · 5Y CAGR: 3.61%
Expense ratio data for HDFC Small Cap Fund - IDCW Option is not yet available.
HDFC Small Cap Fund - IDCW Option is managed by HDFC Mutual Fund.
HDFC Small Cap Fund - IDCW 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 - IDCW 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 - IDCW 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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