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HDFC Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
18.91%
3Y annualised
-0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 May 2022₹74.43
Min. SIP amount₹300
Rating3
Fund size₹12,676.62Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns16.8%18.9%14.3%17.9%
Category average102.5%18.0%16.9%NA
Rank with in category18186NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
Bajaj Electricals Ltd.Consumer DiscretionaryEquity4.8%
Firstsource Solutions Ltd.ServicesEquity4.7%
Sonata Software Ltd.TechnologyEquity4.5%
Chambal Fertilisers & Chemicals Ltd.ChemicalsEquity4.3%
eClerx Services LtdServicesEquity3.4%
Vardhman Textiles Ltd.TextilesEquity3.2%
Sharda Cropchem Ltd.ChemicalsEquity2.7%
Aster DM Healthcare Ltd.HealthcareEquity2.5%
Kei Industries Ltd.Capital GoodsEquity2.5%
Radico Khaitan Ltd.Consumer StaplesEquity2.5%
See All

Pros and cons

Category: Equity Small Cap

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.79%

Cons

Higher AUM: 12676Cr. Funds with a higher AUM tend to have lower returns in the future
1Y annualised returns lower than category average by 63.42%

Expense ratio, exit load and tax

Expense ratio: 0.79%

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₹300

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
Amc Image
HDFC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

HDFC Small Cap Fund Direct Growth
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FAQs

How to Invest in HDFC Small Cap Fund Direct Growth?

You can easily invest in HDFC Small Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for HDFC Small Cap Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in HDFC Small Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HDFC Small Cap Fund Direct Growth provide?

The HDFC Small Cap Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 16.77% since its inception.

How much expense ratio is charged by HDFC Small Cap Fund Direct Growth?

The term Expense Ratio used for HDFC Small Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of HDFC Small Cap Fund Direct Growth is 0.79% as of 19 May 2022...

What is the AUM of HDFC Small Cap Fund Direct Growth?

The AUM, short for Assets Under Management of HDFC Small Cap Fund Direct Growth is ₹12,676.62Cr as of 19 May 2022.

How to Redeem HDFC Small Cap Fund Direct Growth?

If you want to sell your HDFC Small Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HDFC Small Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of HDFC Small Cap Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of HDFC Small Cap Fund Direct Growth?

The NAV of HDFC Small Cap Fund Direct Growth is ₹74.43 as of 18 May 2022.

What is the PE and PB ratio of HDFC Small Cap Fund Direct Growth?

The PE ratio ratio of HDFC Small Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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