HDFC Small Cap Fund Direct Growth-0.38%

4Groww
-7.76%
1 Year Return
Equity
Small Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Small Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.88%
NAV₹41.11 (21 Nov 2019)
Fund Started01 Jan 2013
Fund Size₹9,137 Cr

Fund Overview

Quick overview of HDFC Small Cap Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Small Cap Fund Direct Growth
-7.8%
12.3%
10.3%
14.8%
Category Average
-12.9%
1.0%
NA
-
Rank within category
7
3
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with -7.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    NIIT Technologies Ltd.TechnologyEquity3.3%
    Sonata Software Ltd.TechnologyEquity3.0%
    DCB Bank Ltd.FinancialEquity2.7%
    INOX Leisure Ltd.ServicesEquity2.6%
    Balkrishna Industries Ltd.AutomobileEquity2.6%
    Chambal Fertilisers & Chemicals Ltd.ChemicalsEquity2.5%
    Kei Industries Ltd.EngineeringEquity2.5%
    Indian Hotels Co. Ltd.ServicesEquity2.4%
    Finolex Industries Ltd.ChemicalsEquity2.4%
    Firstsource Solutions Ltd.ServicesEquity2.3%
    See All

    Fund Managers

    addChirag Setalvad
    Education
    Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
    Experience
    Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    Other Details

    HDFC Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Chirag Setalvad is the Current Fund Manager of HDFC Small Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹9,137 Cr and the Latest NAV as of 21 Nov 2019 is ₹41.11.

    The HDFC Small Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The investment objective of the scheme is to generate long-term capital growth from an actively managed portfolio of equity and equity-related securities including equity derivatives.

    Tax Implications

    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.

    Scheme Information Document(SID)

    Click here
    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    29 Jun 2000
    E-mail
    cliser@hdfcfund.com
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
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    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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    Website
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