HDFC Small Cap Fund - Direct Plan - IDCW Option
Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From HDFC Mutual Fund. It's been running since 30 Jun 2014.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 56 other funds in Equity Scheme - Small Cap Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 4 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of HDFC Small Cap Fund - Direct Plan - IDCW Option against other small cap funds.
Technical details (for the pros)
Fund info
- Fund house
- HDFC Mutual Fund
- Category
- Equity Scheme - Small Cap Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- INF179KA1RX3
- ISIN (Div re-invest)
- INF179KA1RY1
- Fund code
- 130504
- First price on record
- 30 Jun 2014 · 2,997 daily prices
About HDFC Small Cap Fund - Direct Plan - IDCW Option
HDFC Small Cap Fund - Direct Plan - IDCW Option is a Equity Scheme - Small Cap Fund offered by HDFC Mutual Fund under the Direct plan with the IDCW option. It has approximately 12 years of NAV track record. The fund falls in the small cap category — Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps.
The current NAV of HDFC Small Cap Fund - Direct Plan - IDCW Option is ₹65.1370 (as of 3 Sep 2026). Historically, it has delivered -6.95% over the last year, 4.16% CAGR over 3 years, 7.96% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 17.6% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 51.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of HDFC Small Cap Fund - Direct Plan - IDCW Option?+
The latest NAV of HDFC Small Cap Fund - Direct Plan - IDCW Option is ₹65.1370 as of 3 Sep 2026, up 0.30% from the previous day. NAV is updated once a business day after the market close.
What are the returns of HDFC Small Cap Fund - Direct Plan - IDCW Option?+
HDFC Small Cap Fund - Direct Plan - IDCW Option has delivered 1-year return -6.95%, 3-year CAGR 4.16%, 5-year CAGR 7.96%, since-inception CAGR 10.71%. Returns are historical and don't predict future performance — markets move in cycles.
What category does HDFC Small Cap Fund - Direct Plan - IDCW Option belong to?+
HDFC Small Cap Fund - Direct Plan - IDCW Option is categorised as Equity Scheme - Small Cap Fund. Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps.
How risky is HDFC Small Cap Fund - Direct Plan - IDCW Option?+
Based on its 3-year annualised volatility of 17.6%, HDFC Small Cap Fund - Direct Plan - IDCW Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is HDFC Small Cap Fund - Direct Plan - IDCW Option a direct plan?+
HDFC Small Cap Fund - Direct Plan - IDCW Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is HDFC Small Cap Fund - Direct Plan - IDCW Option?+
HDFC Small Cap Fund - Direct Plan - IDCW Option has NAV history available from 30 Jun 2014 — approximately 12 years of track record and 2,997 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.