HDFC Small Cap Fund Direct IDCW

Equity
Small Cap
Very High Risk
39.56%
3Y annualised
+0.49% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Mar 2023₹43.62
Min. SIP amount₹100
Rating3
Fund size₹14,648.76Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns12.5%39.6%13.3%18.3%
Category average0.9%35.3%11.8%NA
Rank with in category266NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
Sonata Software Ltd.TechnologyEquity4.9%
Bajaj Electricals Ltd.Consumer DiscretionaryEquity4.1%
Bank Of BarodaFinancialEquity3.9%
Firstsource Solutions Ltd.ServicesEquity3.6%
eClerx Services Ltd.ServicesEquity2.8%
Kirloskar Ferrous Industries Ltd.Metals & MiningEquity2.6%
IDFC Ltd.FinancialEquity2.6%
Aster DM Healthcare Ltd.HealthcareEquity2.5%
The Great Eastern Shipping Company Ltd.ServicesEquity2.5%
Kei Industries Ltd.Capital GoodsEquity2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 0.81%

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₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
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,

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