28
Small CapAvoid
HDFC Small Cap
HDFC · Direct–Growth · rank #30 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
-7.4% vs index
3 Years
10.9%
-3.6% vs index
5 Years
14.8%
+0.2% vs index
Since launch
18.3%
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
+1.9%-8.0% vs index
Why this score
HDFC Small Cap scores 28/100 — #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 return10.95% · 2nd percentile in category
Sharpe ratio0.28 · 5th percentile in category
5Y return14.85% · 24th percentile in category
Alpha-4.05 · 2nd percentile in category
Fund size41890.86 Cr · 93rd percentile in category
Sortino ratio0.37 · 8th percentile in category
Top holdings
1.Firstsource Solutions Ltd3.71%
2.Aster DM Healthcare Ltd3.56%
3.Gabriel India Ltd3.25%
4.eClerx Services Ltd3.09%
5.Bank Of Baroda2.67%
85 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.