29
Small CapAvoid
HDFC Small Cap
HDFC · Direct–Growth · rank #30 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-4.0%
-7.2% vs index
3 Years
9.2%
-3.3% vs index
5 Years
12.7%
+0.3% vs index
Since launch
17.9%
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
-1.8%-7.6% vs index
Why this score
HDFC Small Cap scores 29/100 — #30 of 36 Small Cap fund (Avoid). It stands out for fund size — beating 93% 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 return9.21% · 2nd percentile in category
Sharpe ratio0.17 · 8th percentile in category
5Y return12.71% · 28th percentile in category
Alpha-4.05 · 2nd percentile in category
Fund size40800.81 Cr · 93rd percentile in category
Sortino ratio0.23 · 8th percentile in category
Top holdings
1.Firstsource Solutions Ltd3.68%
2.Aster DM Healthcare Ltd3.37%
3.Gabriel India Ltd3.09%
4.eClerx Services Ltd2.92%
5.Bank Of Baroda2.65%
85 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.