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HDFC Small Cap Fund Direct IDCW

Equity
Small Cap
Very High Risk
88.41%
1Y return
+0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Sep 2021₹46.13
Min. SIP amount₹500
Rating3star
Fund size₹12,913.10 Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns88.4%18.6%20.7%20.5%
Category average102.5%18.0%16.9%NA
Rank with in category5116NA
Understand termsinfo

Holdings (63)

NameSectorInstrumentAssets
ServicesEquity6.8%
Consumer DurableEquity5.8%
TechnologyEquity5.1%
TechnologyEquity4.2%
Chambal Fertilisers & Chemicals Ltd.
ChemicalsEquity3.2%
eClerx Services Ltd
ServicesEquity3.2%
ConstructionEquity2.9%
HealthcareEquity2.7%
TextilesEquity2.7%
ChemicalsEquity2.6%
See All

Pros and cons

info
Category: Equity Small Cap
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Pros

Lower expense ratio - 0.83%
5Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.83%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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Compare funds

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