31
Small CapAvoid
HDFC Small Cap
HDFC · Direct–Growth · rank #28 of 36 by Smart Score
Trailing returns
1 Year
-2.0%
-2.1% vs index
3 Years
13.6%
-4.3% vs index
5 Years
16.0%
+1.1% vs index
Since launch
18.6%
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
+1.7%-6.3% vs index
Why this score
HDFC Small Cap scores 31/100 — #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 10% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return13.60% · 10th percentile in category
5Y return16.00% · 25th percentile in category
Sharpe ratio0.44 · 12th percentile in category
Fund size40416.81 Cr · 96th percentile in category
Alpha-4.29 · 5th percentile in category
Sortino ratio0.59 · 10th percentile in category