Can I invest in SIP and Lump Sum of HDFC Small Cap Fund ?

Yes, SIP as well as Lump Sum investments are permitted with the minimum application amount being ₹100. Any additional purchase must have a minimum amount of ₹100 The SIP and Lumpsum are available in direct and regular plan with both Growth and IDCW option.

HDFC Small Cap Fund

Equity

DIRECTREGULAR

An open ended equity scheme predominantly investing in small cap stocks.

The Scheme shall follow a predominantly small cap strategy with a minimum exposure of 65% to small cap stocks. The Scheme may also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

The aim of equity strategy will be to predominantly build a portfolio of small-cap companies which have:

reasonable growth prospects
sound financial strength
sustainable business models
acceptable valuation that offers potential for capital appreciation.

Returns

18.76%

Inception Date

01/01/2013

Riskometer

Very High

Min SIP

₹ 100

Ideal for

Wealth Creation

3 Years and above

Entry Load

An entry load is a fee charged to investors when they purchase units of a Mutual Fund scheme. This fee was used to cover distribution and marketing expenses incurred by the Asset Management Company (AMC). Currently, Mutual Funds in India do not levy entry loads.

TER

The Total Expense Ration (TER) represents the costs for running and managing a Mutual Fund scheme. It is calculated as a percentage of the scheme’s average Net Asset Value (NAV). The daily NAV of a Mutual Fund is disclosed after deducting these expenses.

Disclaimer

Including Additional Expenses and Goods and Service Tax on Management Fees, if any. Click here to view the Total Expense Ratio

0.80

Lock in

A lock-in period is the fixed duration during which investors cannot sell or redeem their investments/Mutual Fund units. For example, Equity Linked Savings Schemes (ELSS) Funds have a 3-year lock-in.

NAV NA

Net Asset Value (NAV) per unit is the total market value of securities of a scheme minus liabilities divided by the total number of outstanding units on a given date.

AUM (28/02/2026)

Assets Under Management (AUM) is the total market value of all assets that a Mutual Fund manages on behalf of its investors.

₹37,423.94 Cr.

Benchmark

A benchmark is a standard market index used to compare a Fund’s performance. It helps investors know whether the Fund is performing better, worse, or similar to the market.

BSE 250 SmallCap Ind...

BSE 250 SmallCap Index (Total Returns Index)

Nav Performance

No data available

Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
Additional Benchmark (Rs.)##

^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # BSE 250 SmallCap Index TRI...Read More

Fund Managers

Top 10 Holdings

As on 28 Feb 2026

Downloads

HDFC Small Cap Fund

SID - HDFC Small Cap Fund dated November 21, 2025

KIM - HDFC Small Cap Fund dated November 21, 2025

Note - Why Invest in HDFC Small Cap Fund - Nov 2025

HDFC Small Cap Fund - Presentation (October 2025)

Fund Facts - HDFC Small Cap Fund_March 26.pdf

Exit Load

In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched out within 1 year from the date of allotment.
No Exit Load is payable if Units are redeemed / switched out after 1 year from the date of allotment.