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MF_130503

HDFC Small Cap Fund - Growth Option - Direct Plan

Equity Scheme - Small Cap Fund

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End Amount
₹69,844.44
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.06%
MF_130503 Return
Benchmark CAGR
10.72%
Nifty 50
Inflation Adj. CAGR
11.80%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
0.93
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 59% 52% 32%
60 days 61% 34% 20%
90 days 63% 28% 17%
180 days 67% 20% 12%
1Yr 72% 15% 10%
3Yr 80% 10% 6%
5Yr 91% 6% 1%
7Yr 100% 6% 0%
10Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Small Cap Fund - Growth Option - Direct Plan Nifty 50
30 days -45.7% | -72.3% | 26.2% | 269.2% 26.6% | -61.9% | 13.9% | 172.2%
60 days -38.4% | -59.6% | 24.0% | 178.3% -23.0% | -46.7% | 16.3% | 118.0%
90 days -32.4% | -51.8% | 18.9% | 151.2% -25.0% | -39.1% | 14.7% | 103.6%
1 Year -9.8% | -23.3% | 12.4% | 103.9% -10.0% | -15.7% | 10.9% | 57.0%
3 Years 8.9% | -4.3% | 20.9% | 44.9% 7.7% | 2.4% | 13.8% | 24.4%
5 Years 12.8% | 3.7% | 18.5% | 35.7% 6.4% | 3.8% | 13.9% | 21.9%
7 Years 19.5% | 15.8% | 19.5% | 22.7% 11.2% | 11.0% | 13.8% | 15.9%
10 Years 16.4% | 16.9% | 19.3% | 21.8% 11.7% | 11.3% | 13.0% | 14.8%
Periods of Negative Return (Drawdowns) 21 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 12, 2014 Nov. 6, 2014 55 days 8% Nifty 50: 4% 11470 10609 11502
Dec. 4, 2014 Dec. 31, 2014 27 days 6% Nifty 50: 6% 12186 11461 12207
Jan. 21, 2015 April 8, 2015 77 days 6% Nifty 50: 4% 12576 11865 12686
April 15, 2015 July 31, 2015 107 days 10% Nifty 50: 9% 12941 11669 12948
Aug. 19, 2015 June 29, 2016 315 days 19% Nifty 50: 18% 13261 10753 13409
Oct. 25, 2016 Feb. 28, 2017 126 days 12% Nifty 50: 9% 15501 13584 15536
May 16, 2017 June 17, 2017 32 days 6% Nifty 50: 2% 18195 17115 18266
July 13, 2017 Sept. 16, 2017 65 days 6% Nifty 50: 2% 18880 17654 19099
Jan. 15, 2018 April 28, 2018 103 days 9% Nifty 50: 7% 23724 21606 23817
April 30, 2018 Jan. 2, 2021 978 days 48% Nifty 50: 27% 23817 12324 24099
March 4, 2021 April 8, 2021 35 days 5% Nifty 50: 5% 27839 26366 28099
Aug. 3, 2021 Sept. 10, 2021 38 days 7% Nifty 50: 0% 36784 34256 37140
Oct. 18, 2021 Jan. 8, 2022 82 days 9% Nifty 50: 10% 40141 36553 40484
Jan. 17, 2022 Sept. 15, 2022 241 days 23% Nifty 50: 16% 40962 31727 41077
Sept. 15, 2022 Nov. 24, 2022 70 days 6% Nifty 50: 6% 41077 38472 41107
Dec. 8, 2022 March 4, 2023 86 days 8% Nifty 50: 7% 42667 39188 42730
Oct. 19, 2023 Nov. 14, 2023 26 days 5% Nifty 50: 4% 56150 53258 56708
Feb. 6, 2024 April 5, 2024 59 days 9% Nifty 50: 1% 64918 58973 65104
Sept. 13, 2024 Dec. 3, 2024 81 days 7% Nifty 50: 8% 76382 70662 77214
Dec. 11, 2024 Sept. 19, 2025 282 days 23% Nifty 50: 10% 77786 60195 77956
Sept. 19, 2025 Oct. 30, 2026 406 days 18% Nifty 50: 12% 77956 63626 69844