HDFC Small Cap Fund vs SBI Small Cap Fund
Updated June 2026 · both Small Cap funds · metrics from AMFI NAVs
In short: HDFC Small Cap Fund has the higher 3-year return (+13.95%); HDFC Small Cap Fund has the lower expense ratio (0.77%); HDFC Small Cap Fund has the better risk-adjusted return (Sharpe 0.74). This is analysis from past data, not a recommendation.
| Metric | HDFC Small Cap Fund | SBI Small Cap Fund |
|---|---|---|
| 1Y return | -4.83% | -1.86% |
| 3Y CAGR | +13.95% | +12.84% |
| 5Y CAGR | +16.50% | +14.05% |
| Sharpe ratio | 0.74 | 0.60 |
| Max drawdown | -22.6% | -22.4% |
| Volatility | 17.4% | 15.2% |
| Alpha | -2.22% | -3.34% |
| Expense ratio (Direct) | 0.77% | 0.81% |
| AUM | ₹36.6K Cr | ₹34.5K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
HDFC Small Cap Fund has the lower Direct-plan expense ratio (0.77%), versus 0.81% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
HDFC Small Cap Fund has the higher 3-year CAGR (+13.95%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.