HDFC Small Cap Fund
Direct · Growth ₹152.67
05 Jun 2026
NAV
20.6%
3Y CAGR
19.5%
5Y CAGR
19.7%
10Y CAGR
19.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
11.48
Sharpe
-48.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.92 L | 22.3% | -65.5% | 128.0% |
| 3 Years | ₹36.00 L | ₹50.73 L | 21.5% | -30.9% | 48.2% |
| 5 Years | ₹60.00 L | ₹1.03 Cr | 20.3% | -12.0% | 37.7% |
| 7 Years | ₹84.00 L | ₹1.85 Cr | 22.8% | 14.6% | 29.1% |
| 10 Years | ₹1.20 Cr | ₹3.69 Cr | 21.4% | 16.6% | 24.6% |
| 12 Years | ₹1.44 Cr | ₹4.55 Cr | 18.1% | 17.8% | 18.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY SMALLCAP 250 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 22.3% | 22.0% | 20.7% | +0.3% |
| 3 Years | 21.5% | 15.4% | 23.0% | +6.2% |
| 5 Years | 20.3% | 14.3% | 22.6% | +6.1% |
| 7 Years | 22.8% | 14.2% | 21.7% | +8.6% |
| 10 Years | 21.4% | 13.9% | 21.0% | +7.5% |
| 12 Years | 18.1% | 13.4% | 19.4% | +4.7% |