HDFC Small Cap Fund Direct Growth

Scheme code: INF179KA1RW5 NAV value: ₹ 137.2300 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-6.64	51.65	25.36	31.4
3 year	12.80	51.48	30.64	30.38
5 year	2.11	39.49	19.17	21.02
7 year	14.42	24.17	19.24	18.13
10 year	17.01	22.49	20.00	21

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	86.8	39.54	25.36
3 year	4.03	40.5	20.77	30.64
5 year	-10.64	38.77	9.62	19.17
7 year	-2.23	13.7	7.81	19.24
10 year	-4.3	16.33	7.64	20
12 year	-4.79	15.15	7.27
15 year	0.13	15.57	7.09

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
3 year	-1.7	25.54	10.91	30.64
5 year	3.97	21.55	13.4	19.17
7 year	6.06	10.24	8.5	19.24

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	73.22	33.33	25.36
3 year	9.95	47.76	27.04	30.64
5 year	-5.07	40.21	14.35	19.17
7 year	2.66	18.23	12.53	19.24
10 year	0.76	20.88	12	20
12 year	0.04	19.23	11.6
15 year	5.45	20.15	11.46

- Average return: 25.36% - Median return: 30.47% - Average standard deviation: 5.73

- Average return: 30.64% - Median return: 28.3% - Average standard deviation: 2.41

- Average return: 19.17% - Median return: 18.77% - Average standard deviation: 1.21

- Average return: 19.24% - Median return: 19.32% - Average standard deviation: 0.77

- Average return: 20% - Median return: 20.27% - Average standard deviation: 0.59

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,89,756	89,756	7.49
3 year	36,00,000	54,84,103	18,84,103	15.06
5 year	60,00,000	1,07,05,006	47,05,006	12.28
7 year	84,00,000	1,87,16,848	1,03,16,848	12.13
10 year	1,20,00,000	3,91,47,217	2,71,47,217	12.55

Index

Metrics

NIFTY SMALLCAP 50

NIFTY SMALLCAP 100

NIFTY SMALLCAP 250

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,89,756 - Absolute Returns: ₹89,756 - CAGR: 7.49%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹54,84,103 - Absolute Returns: ₹18,84,103 - CAGR: 15.06%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,07,05,006 - Absolute Returns: ₹47,05,006 - CAGR: 12.28%

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,87,16,848 - Absolute Returns: ₹1,03,16,848 - CAGR: 12.13%

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,91,47,217 - Absolute Returns: ₹2,71,47,217 - CAGR: 12.55%