HDFC Small Cap Fund-Direct Growth Option - Regular - Latest NAV [ ₹80.424 ], Returns, Performance, Portfolio & Returns 2021

HDFC Small Cap Fund-Direct Growth Option

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years20.68%
3 Years18.51%
1 Year88.15%
6 Months39.26%
Fund Details
RiskVery High Risk
Fund TypeSmall-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Firstsource Solutions Ltd6.75%
Bajaj Electricals Ltd5.75%
Sonata Software Ltd5.1%
Persistent Systems Ltd4.21%
Treps - Tri-Party Repo4.01%
Chambal Fertilisers & Chemicals Ltd3.23%
eClerx Services Ltd3.2%
PNC Infratech Ltd2.87%
Aster DM Healthcare Ltd Ordinary Shares2.69%
Vardhman Textiles Ltd2.68%

About HDFC Small Cap Fund

HDFC Small Cap Fund is an equity mutual fund that offers capital growth opportunities over a long-term. The fund actively manages your investments by allocating funds in equity and equity-related securities, even in equity derivatives.

Pros and Cons of HDFC Small Cap Fund

Though the one-year returns are lower, three-year returns are higher than the category average returns. Also, risk-adjusted returns are lower than the category. A high expense ratio is applicable to your investments in HDFC Small Cap Fund. Since the asset under management is beyond Rs.5,000 crore, there are possibilities for the returns to go low after a point in time.

Fund Information and Statistics

i) Inception/Launch Date HDFC Small Cap Fund was rolled out on 3 April 2008.

ii) Risk level The risk associated with investing in HDFC Small Cap Fund is below average. This is because the fund allocates majority of the assets into small and medium scale software companies and pharmaceutical companies. Therefore, the risk stays at check and fetches high returns.

iii) Redemption No lock-in period applies for HDFC Small Cap Fund. You are free to redeem or switch funds at any time.

iv) Fund Manager Mr Chirag Setalvad is the current Fund Manager for HDFC Small Cap Fund.

v) Entry/Exit Load No entry load is applicable to funds as per the norms of the Securities and Exchange Board (SEBI). An exit load of 1% will be applicable when you switch-out or redeem the funds.

About HDFC Mutual Fund

HDFC Mutual Fund registered with SEBI on 30 June 2000. The sponsors for HDFC Mutual Fund are Housing Development Finance Corporation Limited and Standard Life Investments Limited, and the trustee for the fund house is HDFC Trustee Company Limited. The Asset Under Management of HDFC Mutual Fund is Rs.6,593.65 crore.

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Frequently Asked Questions

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns