+91-22-48913909HDFC మ్యూచువల్ ఫండ్ 2022 ద్వారా 9 ఉత్తమ ఈక్విటీ ఫండ్లు
ఈక్విటీ ఫండ్స్ దీర్ఘకాలంలో మెరుగైన రాబడిని అందించే పోర్ట్ఫోలియోను నిర్మించాలనుకునే పెట్టుబడిదారులకు అనువైనవి. అటువంటి పెట్టుబడిదారులు అత్యుత్తమ పనితీరు కనబరిచే HDFC యొక్క ఈక్విటీ ఫండ్లలో పెట్టుబడి పెట్టవచ్చు.
HDFC మ్యూచువల్ ఫండ్ భారతదేశంలోని ప్రముఖ ఫండ్ హౌస్ కొన్నింటిని అందిస్తుందిఉత్తమ ఈక్విటీ ఫండ్స్. HDFC MF ద్వారా ఈక్విటీ ఫండ్స్ పెట్టుబడిదారులను స్టాక్ మార్కెట్లలో పాల్గొనడానికి అనుమతిస్తుంది. ఈ ఫండ్లు అధిక రిస్క్గా వర్గీకరించబడినప్పటికీ, ఈక్విటీ ఫండ్లు కూడా దీర్ఘకాలంలో అధిక రాబడిని అందించే సామర్థ్యాన్ని కలిగి ఉంటాయి.
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HDFC ఈక్విటీ ఫండ్స్లో ఎందుకు పెట్టుబడి పెట్టాలి?
HDFC యొక్క కొన్ని ప్రధాన ప్రయోజనాలుమ్యూచువల్ ఫండ్ పథకాల ఆఫర్లు:
a. పన్ను ప్రయోజనాలు
HDFC మ్యూచువల్ ఫండ్ కింద పన్ను ప్రయోజనాలను అందిస్తుందిసెకను 80C పెట్టుబడిదారులకు. పన్ను ఆదా ఫండ్ పేరుHDFCపన్ను ఆదా నిధి ఇందులో పెట్టుబడిదారులు తమ పన్ను పొదుపులను ప్లాన్ చేసుకోవచ్చు అలాగే దీర్ఘకాలిక ప్రయోజనాలను పొందవచ్చురాజధాని వృద్ధి.
బి. పెట్టుబడిదారుడి అవసరాన్ని తీర్చడం
పెట్టుబడిదారులు తమ దీర్ఘకాలిక ప్రణాళికను రూపొందించుకోవచ్చుఆర్థిక లక్ష్యాలు ద్వారాపెట్టుబడి పెడుతున్నారు HDFC యొక్క ఈక్విటీ ఫండ్లలో. కానీ, ఈ లక్ష్యాలను చక్కగా నెరవేర్చుకోవడానికి, ఎక్కువ కాలం పాటు తమ పెట్టుబడులను ప్లాన్ చేసుకోవాలి.
సి. అద్భుతమైన రేటింగ్లు
అనేక HDFC పథకాలు మూడు మరియు అంతకంటే ఎక్కువ CRISIL రేటింగ్ను కలిగి ఉన్నాయి
డి. ఎంపికలు వెరైటీ
హెచ్డిఎఫ్సి మ్యూచువల్ ఫండ్లో పెట్టుబడి పెట్టడం విస్తృతంగా వస్తుందిపరిధి ఎంపికలు
గత పనితీరు, AUM, వ్యయ నిష్పత్తి వంటి పరిమాణాత్మక విశ్లేషణ వంటి నిర్దిష్ట ప్రమాణాలను చేపట్టడం ద్వారా షార్ట్లిస్ట్ చేయబడిన అత్యుత్తమ పనితీరు గల HDFC ఈక్విటీ ఫండ్లను చూద్దాం.ఆల్ఫా,బీటా,పదునైన నిష్పత్తి, మొదలైనవి
ఉత్తమ HDFC ఈక్విటీ మ్యూచువల్ ఫండ్స్ FY 22 - 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 HDFC Mid-Cap Opportunities Fund Growth ₹206.307
↓ -2.09 ₹100,858 4.1 5.6 5.2 19.5 20.1 6.8 HDFC Infrastructure Fund Growth ₹46.915
↓ -0.57 ₹2,444 0.1 4.8 -1.7 17.8 20 2.2 HDFC Equity Fund Growth ₹2,018.05
↓ -20.40 ₹106,496 1.4 0.2 2.7 16.6 18.1 11.4 HDFC Focused 30 Fund Growth ₹231.228
↓ -2.23 ₹27,303 1.3 0.1 1.4 16.3 18.7 10.9 HDFC Capital Builder Value Fund Growth ₹775.703
↓ -7.96 ₹7,583 2.9 5.1 4.4 16.3 15.1 8.6 HDFC Growth Opportunities Fund Growth ₹344.034
↓ -4.28 ₹29,285 3.3 4 1 14.8 15.9 6.1 HDFC Tax Saver Fund Growth ₹1,360.01
↓ -11.87 ₹15,685 -0.9 -3.2 -2.8 14.5 16 10.3 HDFC Small Cap Fund Growth ₹138.903
↓ -1.58 ₹40,417 5.4 7.8 -2.1 12.6 15.4 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22 Research Highlights & Commentary of 9 Funds showcased
Commentary HDFC Long Term Advantage Fund HDFC Mid-Cap Opportunities Fund HDFC Infrastructure Fund HDFC Equity Fund HDFC Focused 30 Fund HDFC Capital Builder Value Fund HDFC Growth Opportunities Fund HDFC Tax Saver Fund HDFC Small Cap Fund Point 1 Bottom quartile AUM (₹1,318 Cr). Top quartile AUM (₹100,858 Cr). Bottom quartile AUM (₹2,444 Cr). Highest AUM (₹106,496 Cr). Lower mid AUM (₹27,303 Cr). Bottom quartile AUM (₹7,583 Cr). Upper mid AUM (₹29,285 Cr). Lower mid AUM (₹15,685 Cr). Upper mid AUM (₹40,417 Cr). Point 2 Established history (25+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (31+ yrs). Established history (21+ yrs). Oldest track record among peers (32 yrs). Established history (32+ yrs). Established history (30+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.39% (lower mid). 5Y return: 20.05% (top quartile). 5Y return: 19.98% (top quartile). 5Y return: 18.13% (upper mid). 5Y return: 18.67% (upper mid). 5Y return: 15.12% (bottom quartile). 5Y return: 15.95% (bottom quartile). 5Y return: 15.98% (lower mid). 5Y return: 15.44% (bottom quartile). Point 6 3Y return: 20.64% (top quartile). 3Y return: 19.46% (top quartile). 3Y return: 17.82% (upper mid). 3Y return: 16.60% (upper mid). 3Y return: 16.28% (lower mid). 3Y return: 16.27% (lower mid). 3Y return: 14.77% (bottom quartile). 3Y return: 14.49% (bottom quartile). 3Y return: 12.63% (bottom quartile). Point 7 1Y return: 35.51% (top quartile). 1Y return: 5.18% (top quartile). 1Y return: -1.71% (bottom quartile). 1Y return: 2.66% (upper mid). 1Y return: 1.37% (lower mid). 1Y return: 4.45% (upper mid). 1Y return: 0.95% (lower mid). 1Y return: -2.84% (bottom quartile). 1Y return: -2.12% (bottom quartile). Point 8 Alpha: 1.75 (top quartile). Alpha: -0.56 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.57 (upper mid). Alpha: -0.27 (lower mid). Alpha: 3.42 (top quartile). Alpha: -1.54 (bottom quartile). Alpha: -5.00 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: 2.27 (top quartile). Sharpe: -0.01 (top quartile). Sharpe: -0.23 (upper mid). Sharpe: -0.28 (lower mid). Sharpe: -0.32 (bottom quartile). Sharpe: -0.13 (upper mid). Sharpe: -0.29 (lower mid). Sharpe: -0.64 (bottom quartile). Sharpe: -0.37 (bottom quartile). Point 10 Information ratio: -0.15 (bottom quartile). Information ratio: -0.05 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.87 (top quartile). Information ratio: 0.67 (upper mid). Information ratio: 1.47 (top quartile). Information ratio: -0.01 (bottom quartile). Information ratio: 0.42 (upper mid). Information ratio: 0.00 (lower mid). HDFC Long Term Advantage Fund
HDFC Mid-Cap Opportunities Fund
HDFC Infrastructure Fund
HDFC Equity Fund
HDFC Focused 30 Fund
HDFC Capital Builder Value Fund
HDFC Growth Opportunities Fund
HDFC Tax Saver Fund
HDFC Small Cap Fund
To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies. Research Highlights for HDFC Mid-Cap Opportunities Fund Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. Research Highlights for HDFC Infrastructure Fund Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities Research Highlights for HDFC Equity Fund Below is the key information for HDFC Equity Fund Returns up to 1 year are on (Erstwhile HDFC Core & Satellite Fund) To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. Research Highlights for HDFC Focused 30 Fund Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on (Erstwhile HDFC Capital Builder Fund) The fund plans to achieve long term capital appreciation. Research Highlights for HDFC Capital Builder Value Fund Below is the key information for HDFC Capital Builder Value Fund Returns up to 1 year are on (Erstwhile HDFC Large Cap Fund) The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in equity and equity related securities of companies having large market capitalization. Research Highlights for HDFC Growth Opportunities Fund Below is the key information for HDFC Growth Opportunities Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. Research Highlights for HDFC Tax Saver Fund Below is the key information for HDFC Tax Saver Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on 1. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (22 Jul 26) ₹206.307 ↓ -2.09 (-1.00 %) Net Assets (Cr) ₹100,858 on 30 Jun 26 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio -0.01 Information Ratio -0.05 Alpha Ratio -0.56 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 1.9% 3 Month 4.1% 6 Month 5.6% 1 Year 5.2% 3 Year 19.5% 5 Year 20.1% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.8% 2024 28.6% 2023 44.5% 2022 12.3% 2021 39.9% 2020 21.7% 2019 0.2% 2018 -11.2% 2017 41.7% 2016 11.3% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Data below for HDFC Mid-Cap Opportunities Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (22 Jul 26) ₹46.915 ↓ -0.57 (-1.20 %) Net Assets (Cr) ₹2,444 on 30 Jun 26 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio -0.23 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month -1.4% 3 Month 0.1% 6 Month 4.8% 1 Year -1.7% 3 Year 17.8% 5 Year 20% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2025 2.2% 2024 23% 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Data below for HDFC Infrastructure Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (22 Jul 26) ₹2,018.05 ↓ -20.40 (-1.00 %) Net Assets (Cr) ₹106,496 on 30 Jun 26 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.28 Information Ratio 0.87 Alpha Ratio 0.57 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 1.9% 3 Month 1.4% 6 Month 0.2% 1 Year 2.7% 3 Year 16.6% 5 Year 18.1% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.4% 2024 23.5% 2023 30.6% 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% Fund Manager information for HDFC Equity Fund
Name Since Tenure Data below for HDFC Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (22 Jul 26) ₹231.228 ↓ -2.23 (-0.96 %) Net Assets (Cr) ₹27,303 on 30 Jun 26 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio -0.32 Information Ratio 0.67 Alpha Ratio -0.27 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 2.2% 3 Month 1.3% 6 Month 0.1% 1 Year 1.4% 3 Year 16.3% 5 Year 18.7% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.9% 2024 24% 2023 29.6% 2022 18.3% 2021 40.1% 2020 4.2% 2019 3.8% 2018 -14.6% 2017 38.7% 2016 2.1% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Data below for HDFC Focused 30 Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. HDFC Capital Builder Value Fund
HDFC Capital Builder Value Fund
Growth Launch Date 1 Feb 94 NAV (22 Jul 26) ₹775.703 ↓ -7.96 (-1.02 %) Net Assets (Cr) ₹7,583 on 30 Jun 26 Category Equity - Value AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.13 Information Ratio 1.47 Alpha Ratio 3.42 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Capital Builder Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 2% 3 Month 2.9% 6 Month 5.1% 1 Year 4.4% 3 Year 16.3% 5 Year 15.1% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 8.6% 2024 20.7% 2023 29.6% 2022 3.6% 2021 35.6% 2020 12.9% 2019 0% 2018 -5.5% 2017 42.3% 2016 3.8% Fund Manager information for HDFC Capital Builder Value Fund
Name Since Tenure Data below for HDFC Capital Builder Value Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. HDFC Growth Opportunities Fund
HDFC Growth Opportunities Fund
Growth Launch Date 18 Feb 94 NAV (22 Jul 26) ₹344.034 ↓ -4.28 (-1.23 %) Net Assets (Cr) ₹29,285 on 30 Jun 26 Category Equity - Large & Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.29 Information Ratio -0.01 Alpha Ratio -1.54 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 2.1% 3 Month 3.3% 6 Month 4% 1 Year 1% 3 Year 14.8% 5 Year 15.9% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.1% 2024 19.4% 2023 37.7% 2022 8.2% 2021 43.1% 2020 11.4% 2019 6.6% 2018 -3.8% 2017 29.4% 2016 3.9% Fund Manager information for HDFC Growth Opportunities Fund
Name Since Tenure Data below for HDFC Growth Opportunities Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. HDFC Tax Saver Fund
HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (22 Jul 26) ₹1,360.01 ↓ -11.87 (-0.87 %) Net Assets (Cr) ₹15,685 on 30 Jun 26 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.64 Information Ratio 0.42 Alpha Ratio -5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 1.3% 3 Month -0.9% 6 Month -3.2% 1 Year -2.8% 3 Year 14.5% 5 Year 16% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2025 10.3% 2024 21.3% 2023 33.2% 2022 10.5% 2021 35.3% 2020 5.8% 2019 3.7% 2018 -10.9% 2017 38.7% 2016 7.6% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Data below for HDFC Tax Saver Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (22 Jul 26) ₹138.903 ↓ -1.58 (-1.12 %) Net Assets (Cr) ₹40,417 on 30 Jun 26 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.37 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 1.5% 3 Month 5.4% 6 Month 7.8% 1 Year -2.1% 3 Year 12.6% 5 Year 15.4% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.6% 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Data below for HDFC Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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