FundLens
28
Small CapAvoid

HDFC Small Cap

HDFC · Direct–Growth · rank #30 / 36 Smart Score ke hisaab se

Data updated

HDFC Small Cap ka score 28/100 hai — 36 mein #30 Small Cap fund (Avoid). Mazbooti: fund size (category mein 96th percentile). Kamzori: 3 saal ka return (category mein 2th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
-0.7%
-10.5% index ke muqable
3 saal
10.9%
-4.4% index ke muqable
5 saal
15.6%
-0.0% index ke muqable
Launch se
18.4%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
66.5%
2022
5.6%
2023
46.2%
2024
21.5%
2025
0.3%
2026
1.6%

Risk metrics

Sharpe ratio
0.27
↑ jitna zyada, utna accha
Sortino ratio
0.37
↑ jitna zyada, utna accha
Std deviation
16.10
↓ jitna kam, utna accha
Alpha
-4.74
↑ jitna zyada, utna accha
Beta
0.81
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.