HDFC Small Cap Fund Regular Growth+0.36%

-0.73%
1 Year Return
Equity
Small Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Small Cap Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.11%
NAV₹38.35 (27 Oct 2020)
Fund Started03 Apr 2008
Fund Size₹8,741 Cr

Fund Overview

Quick overview of HDFC Small Cap Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Small Cap Fund Regular Growth
-0.7%
-2.3%
7.6%
11.3%
Category Average
13.2%
-2.1%
7.0%
-
Rank within category
21
7
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with -0.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. Age is more than 10 years
    5. Lower expense ratio - 1.81%
    6. 3Y Returns are higher than the category average returns
    7. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark
    7. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    8. Risk-adjusted returns are lower compared to the category
    9. 1Y Returns are lower than the category average returns
    10. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Firstsource Solutions Ltd.ServicesEquity4.5%
    Persistent Systems Ltd.TechnologyEquity4.4%
    Bajaj Electricals Ltd.Cons DurableEquity4.0%
    Balkrishna Industries Ltd.AutomobileEquity3.7%
    Aurobindo Pharma Ltd.HealthcareEquity3.5%
    Sonata Software Ltd.TechnologyEquity3.2%
    Atul Ltd.ChemicalsEquity2.9%
    Chambal Fertilisers & Chemicals Ltd.ChemicalsEquity2.5%
    KEC International Ltd.EngineeringEquity2.4%
    Procter & Gamble Health Ltd.HealthcareEquity2.4%
    See All

    Fund Managers

    addChirag Setalvad
    Education
    Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
    Experience
    Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
    Funds Managed
    addAnand Laddha
    Education
    Mr. Laddha has done B.Com. and CA
    Experience
    Prior to joining HDFC Asset Management Company Limited, he has worked with Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held - Equity & Derivative Sales.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    HDFC Small Cap Fund Regular Growth Details

    HDFC Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 03 Apr 2008. Chirag Setalvad is the Current Fund Manager of HDFC Small Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹8,741 Cr and the Latest NAV as of 27 Oct 2020 is ₹38.35.

    The HDFC Small Cap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    Click here
    ₹5000
    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
    30 Jun 2000
    E-mail
    cliser@hdfcfund.com
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Email
    enq_h@camsonline.com
    Website
    www.camsonline.com
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