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HDFC Small Cap Fund Direct IDCW

Equity
Small Cap
Very High Risk
24.16%
3Y annualised
+0.32% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jan 2022₹48.96
Min. SIP amount₹500
Rating3
Fund size₹13,649.16Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns66.9%24.2%22.7%20.7%
Category average102.5%18.0%16.9%NA
Rank with in category12166NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
ServicesEquity6.5%
Consumer DurableEquity5.3%
TechnologyEquity4.9%
ChemicalsEquity3.8%
TechnologyEquity3.6%
ServicesEquity3.4%
TextilesEquity3.2%
FMCGEquity3.0%
ChemicalsEquity2.4%
ChemicalsEquity2.3%
See All

Pros and cons

Category: Equity Small Cap

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.83%

Cons

Higher AUM: 12989Cr. Funds with a higher AUM tend to have lower returns in the future
1Y annualised returns lower than category average by 38.3%

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 terms
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

Sankalp Baid
Jan 2021 - Present
View details

Fund house & investment objective

Fund house contact details

Compare funds

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FAQs

How to Invest in HDFC Small Cap Fund Direct IDCW
What kind of returns does HDFC Small Cap Fund Direct IDCW provide?
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What is the AUM of HDFC Small Cap Fund Direct IDCW?
How to Redeem HDFC Small Cap Fund Direct IDCW?
Can I invest in SIP and Lump Sum of HDFC Small Cap Fund Direct IDCW?
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