HDFC Small Cap Fund
HDFC Small Cap Fund is a small cap fund of HDFC Asset Management Company Limited with ₹40,853 cr under management. It is ahead of its benchmark (BSE 250 Smallcap TRI) in 2 of 4 periods. Its direct plan charges 0.79% a year. Chirag Setalvad has managed it for 12.3 years.
Has HDFC Small Cap Fund beaten its benchmark?
Ahead of its benchmark, BSE 250 Smallcap TRI, in 2 of 4 periods in AMFI's figures; −2.48% over the last year against +4.02%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty Smallcap 250 TRI | Ahead |
|---|---|---|---|
| 1 month | −1.62% | −1.45% | — |
| 3 months | −3.51% | −2.41% | — |
| 6 months | +2.78% | +9.24% | — |
| 1 year | −3.71% | +3.97% | −7.68 pts |
| 3 years | +9.22% | +12.97% | −3.75 pts |
| 5 years | +12.73% | +12.95% | −0.22 pts |
| 10 years | +16.97% | +14.20% | +2.77 pts |
| Since start from 30 Jun 2014 | +17.53% | — | — |
Official figures
AMFI performance feed, 14 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −2.48% | −3.28% | +4.02% | −6.50 | 🔒 |
| 3y | +9.45% | +8.51% | +11.88% | −2.43 | 🔒 |
| 5y | +12.86% | +11.84% | +12.30% | +0.56 | 🔒 |
| 10y | +17.03% | +15.83% | +14.12% | +2.91 | 🔒 |
Value of 100, month-end
Oct 2016 to 15 Oct 2026₹100 put in at the start of Oct 2016 would be ₹476 on 15 Oct 2026, against ₹368 in the Nifty Smallcap 250 TRI.
What does HDFC Small Cap Fund cost?
0.79% a year on the direct plan, 1.56% on the regular plan; 11 of 36 funds in its category charge less.
Who manages HDFC Small Cap Fund?
Chirag Setalvad, since 28 Jun 2014; Gopal Agrawal, since 1 Sep 2026; Bhagyesh Kagalkar, since 26 Aug 2026.
What does HDFC Small Cap Fund hold?
87 holdings as of 30 Sep 2026; the ten largest are 25.4% of the fund, the largest Firstsource Solutions Ltd. at 3.7%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does HDFC Small Cap Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is HDFC Small Cap Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages HDFC Small Cap Fund?
Chirag Setalvad (manager) since 28 Jun 2014; Gopal Agrawal (manager) since 1 Sep 2026; Bhagyesh Kagalkar (manager) since 26 Aug 2026.
What is the expense ratio of HDFC Small Cap Fund?
0.79% a year on the direct plan and 1.56% on the regular plan (expense report, Oct 2026).
How has HDFC Small Cap Fund done?
Its direct plan returned +9.45% a year over 3 years against +11.88% for its benchmark, BSE 250 Smallcap TRI, as of 14 Oct 2026.
See HDFC Small Cap Fund beside your own funds in Valarth
