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Small cap

Small companies: fastest growth, hardest falls. Grew 17.5% a year (Direct) since 2013.

Last 5 years
12.7%

average yearly growth

Typical 5-year return
18.7%

median of every 5-year window

Worst fall
−48.3%

from a high, Mar 2020

₹5,000 a month since 2016
₹17.6 lakh

from ₹6.5 lakh put in

  • HDFC Small Cap (Direct)
  • Nifty 50 index fund

One point per week, so a single worst day can sit slightly below the line.

What the Regular plan cost here

Invested in both plans on 30 Jun 2014. The Regular plan grew about 1.3% a year slower over 12.3 years.

₹9.0 lakh

lost to commission, so far

Direct grew to ₹72.9 lakhRegular to ₹63.9 lakh

Other small cap funds