HDFC Small Cap Fund - Growth Option SIP Calculator
HDFC Mutual Fund · Small Cap Fund · Regular· Growth · Since Feb 2008
₹5,000/month SIP — Last 5 Years
60 months · Based on actual NAVs₹3,00,000
Total Invested
₹4,05,781
Current Value
₹1,05,781
Gains
+12.2%
XIRR
Simulation assumes ₹5,000 invested on the 10th of every month from 2021-05. Based on regular-growth plan NAVs. Does not include exit load or capital gains tax.
Returns Summary
| Period | Lumpsum Return (CAGR) | SIP XIRR |
|---|---|---|
| 1 Year | +0.23% | -2.67% |
| 3 Years | +15.13% | +5.48% |
| 5 Years | +17.50% | +12.97% |
| Since Inception | +15.35% | — |
CAGR = Compound Annual Growth Rate for lumpsum investment. SIP XIRR = annualised return for monthly SIP. Returns as of latest available NAV date.
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HDFC Small Cap Fund - Growth Option
HDFC Mutual Fund · Small Cap Fund
Fund Details
- Fund House
- HDFC Mutual Fund
- Category
- Small Cap Fund
- Plan
- Regular
- Option
- Growth
- AUM
- ₹36,609.01 Cr
- Launch
- Feb 2008
How it works
We use actual daily NAV data from AMFI. For each monthly SIP date, we find the real NAV on that day (or the next trading day) and compute the units purchased.
- → Real NAV, not assumed returns
- → Holiday-adjusted SIP dates
- → XIRR computed from actual cash flows
- → Regular-Growth plans only
Ready to Invest?
Start your SIP in HDFC Small Cap Fund - Growth Optionvia MF Utility — India's official transaction platform.
Invest via MFURedirects to MF Utility (mfuonline.com)