HDFC Small Cap Fund Direct Growth+0.03%

5Groww
37.53%
1 Year Return
Equity
Small Cap
5.0 star
6M
1Y
3Y

Fund Details

HDFC Small Cap Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio0.84%
NAV44.3 (08 Jul 2019)
Fund Started01 Jan 2013
Fund Size7,894 Cr

Fund Overview

Quick overview of HDFC Small Cap Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Small Cap Fund Direct Growth
37.5%
22.2%
NA
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 37.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Sonata Software Ltd.TechnologyEquity3.0%
    DCB Bank Ltd.FinancialEquity3.0%
    NIIT Technologies Ltd.TechnologyEquity3.0%
    Chambal Fertilisers & Chemicals Ltd.ChemicalsEquity2.6%
    Firstsource Solutions Ltd.ServicesEquity2.4%
    Aurobindo Pharma Ltd.HealthcareEquity2.4%
    Balkrishna Industries Ltd.AutomobileEquity2.4%
    Bank Of BarodaFinancialEquity2.4%
    Gujarat Fluorochemicals Ltd.ChemicalsEquity2.3%
    Indian Hotels Co. Ltd.ServicesEquity2.3%
    See All

    Fund Managers

    addRakesh Vyas
    Education
    Mr. Vyas is a B.E (Electrical) and PGDM (Business Management) from XLRI Jamshedpur.
    Experience
    Prior to joining HDFC Mutual Fund in 2009 he has worked with Lehman Brothers and Nomura.
    Funds Managed

    Other Details

    HDFC Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Chirag Setalvad is the Current Fund Manager of HDFC Small Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹7,894 Cr and the Latest NAV as of 08 Jul 2019 is ₹44.3.

    The HDFC Small Cap Fund Direct Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The investment objective of the scheme is to generate long-term capital growth from an actively managed portfolio of equity and equity-related securities including equity derivatives.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    29 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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