HDFC Small Cap Fund vs Kotak Small Cap Fund
Over the last 3 years, Kotak Small Cap Fund returned 11.9% a year against 9.9% for HDFC Small Cap Fund (Direct plans). HDFC Small Cap Fund was the more consistent: ahead of its index in 63% of rolling 3-year periods, against 0%. They hold 12 stocks in common; the portfolio overlap is 14%. Data as of 12 Nov 2026.
| HDFC Small Cap Fund | Kotak Small Cap Fund | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Fund house | HDFC Mutual Fund | Kotak Mahindra Mutual Fund |
| Benchmark | Nifty Smallcap 250 TRI | Nifty Smallcap 250 TRI |
| Age | 12.4 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹38,972 cr | ₹17,907 cr |
| Direct plan | ||
| Rating | C | C |
| Expense ratio | 0.79% | 0.63% |
| 1Y return | -3.9% | 6.1% |
| 3Y return (a year) | 9.9% | 11.9% |
| 5Y return (a year) | 13.7% | 11.0% |
| 3Y vs index | -3.1% | -1.1% |
| Rating score, rank | 30 · #21 of 25 | 38 · #19 of 25 |
| Regular plan | ||
| Rating | C | C |
| Expense ratio | 1.56% | 1.71% |
| 1Y return | -4.7% | 4.9% |
| 3Y return (a year) | 9.0% | 10.7% |
| 5Y return (a year) | 12.6% | 9.6% |
| 3Y vs index | -4.0% | -2.3% |
| Rating score, rank | 30 · #21 of 25 | 37 · #19 of 25 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 63% | 0% |
| Deepest fall, 3Y | -22.6% | -24.7% |
| Volatility, 3Y | 17.3% | 16.8% |
| Max fall, 5Y | -22.6% | -24.7% |
| Down capture, 3Y | 78 | 80 |
| Stocks held | 85 | 79 |
| Top 10 holdings | 25% | 29% |
| Large / mid / small caps | 6 / 9 / 74% | 7 / 15 / 75% |
| Largest sector | Auto Components | Healthcare Services |
Common questions
HDFC Small Cap Fund or Kotak Small Cap Fund: which is better?
On our track-record ratings (Direct plans), HDFC Small Cap Fund is rated C and Kotak Small Cap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
HDFC Small Cap Fund or Kotak Small Cap Fund: which has done better?
Over the last 3 years, Kotak Small Cap Fund returned 11.9% a year against 9.9% for HDFC Small Cap Fund (Direct plans).
How much do HDFC Small Cap Fund and Kotak Small Cap Fund overlap?
They hold 12 stocks in common; the portfolio overlap is 14%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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