| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.91% |
| NAV | ₹25.83 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹8,741 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Firstsource Solutions Ltd. | Services | Equity | 4.5% |
| Persistent Systems Ltd. | Technology | Equity | 4.4% |
| Bajaj Electricals Ltd. | Cons Durable | Equity | 4.0% |
| Balkrishna Industries Ltd. | Automobile | Equity | 3.7% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 3.5% |
| Sonata Software Ltd. | Technology | Equity | 3.2% |
| Atul Ltd. | Chemicals | Equity | 2.9% |
| Chambal Fertilisers & Chemicals Ltd. | Chemicals | Equity | 2.5% |
| KEC International Ltd. | Engineering | Equity | 2.4% |
| Procter & Gamble Health Ltd. | Healthcare | Equity | 2.4% |
HDFC Small Cap Fund Direct Dividend is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Chirag Setalvad is the Current Fund Manager of HDFC Small Cap Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹8,741 Cr and the Latest NAV as of 23 Oct 2020 is ₹25.83.
The HDFC Small Cap Fund Direct Dividend 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
The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.
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.