Home>Mutual Funds>HDFC Mutual Fund>HDFC Small Cap Fund Direct Growth
shareSHARE

HDFC Small Cap Fund Direct Growth-1.22%

41.13%
1 Year Return
Equity
Small Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Small Cap Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio0.88%
NAV₹57.10 (26 Feb 2021)
Fund Started01 Jan 2013
Fund Size9,069 Cr

Fund Overview

Quick overview of HDFC Small Cap Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
41.1%
5.8%
20.0%
14.6%
Category Average
37.1%
6.1%
17.2%
-
Rank Within Category
13
8
5
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 41.1% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.89%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Bajaj Electricals Ltd.Cons DurableEquity5.4%
Firstsource Solutions Ltd.ServicesEquity5.0%
Persistent Systems Ltd.TechnologyEquity4.1%
Sonata Software Ltd.TechnologyEquity3.8%
Chambal Fertilisers & Chemicals Ltd.ChemicalsEquity3.6%
Procter & Gamble Health Ltd.HealthcareEquity2.8%
Aurobindo Pharma Ltd.HealthcareEquity2.7%
Aster DM Healthcare Ltd.HealthcareEquity2.6%
PNC Infratech Ltd.ServicesEquity2.5%
KEC International Ltd.EngineeringEquity2.4%
See All

Fund Managers

Anand Laddha
keyboard_arrow_down
Amar Kalkundrikar
keyboard_arrow_down
Chirag Dagli
keyboard_arrow_down
Sankalp Baid
keyboard_arrow_down

HDFC Small Cap Fund Direct Growth Details

HDFC Small Cap Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹9,069 Cr and the Latest NAV as of 26 Feb 2021 is ₹57.10.

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

Investment Objective

The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.

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)

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

Compare Funds

HDFC Small Cap Fund Direct Growth
VS
search

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
30 Jun 2000
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,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India