29
Small CapAvoid
HDFC Small Cap
HDFC · Direct–Growth · rank #28 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-1.0%
-9.6% vs index
3 Years
11.2%
-4.0% vs index
5 Years
15.8%
+0.3% vs index
Since launch
18.4%
Year-by-year performance
2021
+66.5%+5.2% vs index
2022
+5.6%+9.1% vs index
2023
+46.2%-2.1% vs index
2024
+21.5%-4.9% vs index
2025
+0.3%+5.9% vs index
2026
+1.6%-8.0% vs index
Why this score
HDFC Small Cap scores 29/100 — #28 of 36 Small Cap fund (Avoid). It stands out for fund size — beating 96% of peers on fund size. The main drag is its 3y return (better than only 2% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return11.19% · 2nd percentile in category
Sharpe ratio0.27 · 5th percentile in category
5Y return15.81% · 28th percentile in category
Alpha-4.38 · 2nd percentile in category
Fund size41679.00 Cr · 96th percentile in category
Sortino ratio0.37 · 5th percentile in category
Top holdings
1.Firstsource Solutions Ltd4.24%
2.Aster DM Healthcare Ltd3.89%
3.Gabriel India Ltd3.34%
4.eClerx Services Ltd2.85%
5.Bank Of Baroda2.73%
84 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.