-
+91 82200 83300 +91 95000 75461
Please feel free to contact our friendly reception staff with any general enquiry.
Read More - Mobile: +91 82200 83300 | +91 95000 75461
- Email : Invest@wealthjournee.com
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 1: Describe your knowledge of investments:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 2: When you invest your money, you are:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 3: If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 5: To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 6: How do you react to the idea of investments?
Verify Email Address
HDFC Small Cap Fund - Growth Option
Invest Now
Fund Manager: FM 1 - Mr.Chirag Setalvad, FM 2 - Mr. Dhruv Muchhal |
Equity: Small Cap |
BSE 250 SmallCap TRI
NAV as on 28-11-2025
AUM as on 31-10-2025
Rtn ( Since Inception )
16.15%
Inception Date
Apr 02, 2008
Expense Ratio
1.54%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
very high
Investment Objective : To provide long-term capital appreciation /income by investing predominantly in Small-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.02 | 4.66 | 1.36 | 20.6 | 26.98 | 18.02 |
| NIFTY SMALLCAP 250 TRI | 1.18 | 0.6 | -4.25 | 20.94 | 25.36 | 15.13 |
| Equity: Small Cap | 2.52 | 3.17 | -2.44 | 19.01 | 24.91 | 16.73 |
| Rank within Category | 26 | 9 | 5 | 6 | 5 | 4 |
| Number of Funds within Category | 31 | 30 | 29 | 23 | 21 | 13 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| HDFC Small Cap Fund - Growth Option | 38,412.1 | 1.54 | 1.36 | 20.6 | 26.98 | 18.02 |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 1,146.93 | 2.12 | 6.54 | 0.0 | 0.0 | 0.0 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 167.05 | 2.17 | 3.25 | 0.0 | 0.0 | 0.0 |
| Sundaram Small Cap Fund Regular Plan - Growth | 3,495.63 | 1.93 | 1.88 | 20.09 | 24.36 | 13.65 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 8,720.48 | 1.72 | 1.41 | 24.69 | 27.91 | 0.0 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 1,633.93 | 2.06 | 1.3 | 12.88 | 0.0 | 0.0 |
| DSP Small Cap Fund - Regular - Growth | 16,867.93 | 1.69 | 0.71 | 19.91 | 23.97 | 16.53 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 5,829.87 | 1.82 | 0.26 | 0.0 | 0.0 | 0.0 |
| Axis Small Cap Fund - Regular Plan - Growth | 27,182.9 | 1.59 | 0.16 | 18.02 | 23.19 | 18.19 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 17,380.29 | 1.64 | 0.11 | 29.7 | 27.79 | 0.0 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 6.42 | 5.43 | 60.75 | -8.08 | -9.49 | 20.17 | 64.88 | 4.59 | 44.84 | 1.23 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Small Cap | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.