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Small CapVSLarge Cap
HDFC Small Cap Fund vs HDFC Top 100 Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.78%
VS
3Y Return
11.02%
| Parameter | AHDFC Small Cap Fund - Direct Plan - Growth | BHDFC Top 100 Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | HDFC Mutual Fund |
| Category | Small Cap | Large Cap |
| NAV (₹) | 152.64 | 11.21 |
| AUM (₹ Cr) | 3.82 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.52% |
| Riskometer | Very High | Very High |
| Volatility | 16.9 | 13.06 |
| Sharpe Ratio | 0.55 | 0.35 |
| 1 Year Return (%) | 0.2% | -2.86% |
| 3 Year Return (%) | 15.78% | 11.02% |
| 5 Year Return (%) | 18.08% | 10.33% |
| Since Launch (%) | 18.02% | 4.79% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 30 June 2014 | 25 June 2014 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (11.9 years yrs) | Rahul Baijal; Roshi Jain (4.1 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty 50 |
| Top 3 Holdings | Aster DM Healthcare Ltd. (4.42%), Bank Of Baroda (3.23%), Firstsource Solutions Ltd. (3.17%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 90.45% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 6% | 33% |
Why consider HDFC Small Cap Fund?
- Expense ratio: 0.73%
- 3Y return: 15.78%
- AUM: 3.82 Lac Cr
- Sharpe Ratio: 0.55
Why consider HDFC Top 100 Fund?
- Expense ratio: 1.52%
- 3Y return: 11.02%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.35
SIP Calculator – Compare Growth Potential
HDFC Small Cap Fund
₹1462201.27
@15.8% annual return (3Y)
HDFC Top 100 Fund
₹1096225.54
@11.0% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.