|Sonata Software||IT - Software||Equity||4.34%|
|Bank of Baroda||Banks||Equity||3.55%|
|Firstsour.Solu.||IT - Software||Equity||3.55%|
|Bajaj Electrical||Consumer Durables||Equity||2.85%|
|I D F C||Finance||Equity||2.78%|
|Aster DM Health.||Healthcare||Equity||2.45%|
|eClerx Services||IT - Software||Equity||2.43%|
|Power Mech Proj.||Capital Goods-Non Electrical Equipment||Equity||2.28%|
|GE Shipping Co||Shipping||Equity||2.26%|
|Apar Inds.||Capital Goods - Electrical Equipment||Equity||2.02%|
|Gabriel India||Auto Ancillaries||Equity||1.7%|
|K E C Intl.||Capital Goods - Electrical Equipment||Equity||1.55%|
|Suprajit Engg.||Auto Ancillaries||Equity||1.47%|
|La Opala RG||Glass & Glass Products||Equity||1.4%|
|Chalet Hotels||Hotels & Restaurants||Equity||1.34%|
|Finolex Inds.||Plastic products||Equity||1.29%|
|L G Balakrishnan||Auto Ancillaries||Equity||1.28%|
|Safari Inds.||Plastic products||Equity||1.26%|
|Kalpataru Proj.||Capital Goods - Electrical Equipment||Equity||1.23%|
|Volt.Transform.||Capital Goods - Electrical Equipment||Equity||1.2%|
|Sharda Cropchem||Agro Chemicals||Equity||1.12%|
|Equitas Sma. Fin||Banks||Equity||1.11%|
|BEML Ltd||Capital Goods-Non Electrical Equipment||Equity||0.87%|
|EIH||Hotels & Restaurants||Equity||0.87%|
|Carborundum Uni.||Capital Goods-Non Electrical Equipment||Equity||0.85%|
|Sula Vineyards||Alcoholic Beverages||Equity||0.81%|
|Nilkamal Ltd||Plastic products||Equity||0.8%|
|GNA Axles||Auto Ancillaries||Equity||0.73%|
|P & G Health Ltd||Pharmaceuticals||Equity||0.71%|
|Radico Khaitan||Alcoholic Beverages||Equity||0.66%|
|Repco Home Fin||Finance||Equity||0.64%|
|Guj Pipavav Port||Marine Port & Services||Equity||0.52%|
|Shaily Engineer.||Plastic products||Equity||0.52%|
|T.V. Today Netw.||Media - Print/Television/Radio||Equity||0.52%|
|D B Corp||Media - Print/Television/Radio||Equity||0.49%|
|Multi Comm. Exc.||Miscellaneous||Equity||0.27%|
|Jagran Prakashan||Media - Print/Television/Radio||Equity||0.15%|
|Harsha Engg Intl||Auto Ancillaries||Equity||0.14%|
|ION Exchange||Capital Goods-Non Electrical Equipment||Equity||0.12%|
|Commercial Services & Sup||7.18%|
|Pharmaceuticals & Biotech||3.69%|
|Fertilisers & Agrochemica||2.86%|
|Textiles & Apparels||1.63%|
|Chemicals & Petrochemical||0.99%|
|Cash & Others||0.14%|
|Exit Load||1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment.|
HDFC Small Cap Fund is a type of mutual fund that invests primarily in small-cap stocks. These stocks are considered riskier investments than large-cap stocks but also have the potential for higher returns. HDFC Asset Management Company Limited manages the fund.
The fund’s investment objective aims to increase capital over the long term by investing in small-cap companies and various equity and equity-related securities.
Pros & Cons
|The fund invests in small-cap companies, which have the potential for higher returns than larger, more established companies.||Small-cap funds invest in small and mid-sized companies, which can be more volatile and risky than large-cap companies.|
|The fund is managed by experienced professionals who use a research-driven approach to identify and invest in promising small-cap companies.||Small-cap stocks may not be as liquid as large-cap stocks, meaning it may be harder to buy or sell them at a fair price.|
|The fund has a strong track record of performance, consistently outperforming its benchmark and peers over the long term.||Small-cap funds may have a higher concentration of stocks in a particular sector or region, which can increase the risk of loss if that sector or region underperforms.|
Who Should Invest in HDFC Small Cap Fund?
The HDFC Small Cap Fund mutual fund invests primarily only in small-cap stocks. Small-cap stocks have a higher risk-return ratio than large-cap stocks. The HDFC Small Cap Fund is suited for investors with a high-risk tolerance and long-term investment goals.
Investors who seek higher returns and are prepared to take on the volatility associated with small-cap stocks are also suitable for this fund.
Before investing in HDFC Small Cap Fund, or any other mutual fund, investors need to consider their overall investment portfolio and risk profile.
What are the Benefits of Investing in HDFC Small Cap Fund?
The HDFC Small Cap Fund may offer several benefits. Here are some of them:
- Potential for higher returns: Stocks with small caps have the potential for higher returns than stocks with large caps because they are less valued and offer more growth.
- Diversification: Small-cap stocks can be an excellent way to diversify your portfolio and lower overall risk.
- Management by professionals: The HDFC Small Cap Fund is professionally managed and invested in undervalued small-cap stocks.
- Tax benefits: Equity-oriented mutual funds such as HDFC Small Cap Fund can be eligible for tax benefits under Section 80C of the Income Tax Act.
It is important to remember that returns can fluctuate due to market conditions. So, before investing, you must consult a financial advisor.
Chirag Setalvad - Fund Management and Equity Research - Fund Manager
Mr Setalvad is one of the top Equity fund managers of HDFC mutual fund, managing the AUM of ₹63,256 Cr under 9 different schemes. He has over 22 years of experience collectively, of which 18 years of experience is in Fund Management and Equity Research and 3 years in investment banking.
- Fund Name
- Fund Size
- 3Y Returns
- Quant Small Cap Fund – Direct Growth
42%Fund Size - 8,075
48.8%Fund Size - 8,075
30.8%Fund Size - 8,075
- Nippon India Small Cap Fund – Direct Growth
39%Fund Size - 36,539
45.2%Fund Size - 36,539
25.9%Fund Size - 36,539
- ICICI Pru Smallcap Fund – Direct Growth
28.4%Fund Size - 6,989
40.4%Fund Size - 6,989
25.3%Fund Size - 6,989
- Franklin India Smaller Companies Fund – Direct Growth
38.7%Fund Size - 9,595
40.3%Fund Size - 9,595
20%Fund Size - 9,595
- Sundaram Small Cap Fund – Direct Growth
33.2%Fund Size - 2,581
38.1%Fund Size - 2,581
20.5%Fund Size - 2,581
AMC Contact Details
Frequently Asked Questions
How to invest in HDFC Small Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Small Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Small Cap Fund – Direct Growth ?
How to redeem HDFC Small Cap Fund – Direct Growth holding ?
What is the minimum sip amount of HDFC Small Cap Fund – Direct Growth?
What are the top sectors HDFC Small Cap Fund – Direct Growth has invested in?
- Banks - 9.01%
- Industrial Products - 8.8%
- Consumer Durables - 7.84%
- Debt - 7.21%
- Commercial Services & Sup - 7.18%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Small Cap Fund – Direct Growth?
How much returns have HDFC Small Cap Fund – Direct Growth generated ?
What is the expense ratio of HDFC Small Cap Fund – Direct Growth ?
What is the AUM of HDFC Small Cap Fund – Direct Growth?
What are the top stock holdings of HDFC Small Cap Fund – Direct Growth?
How can I redeem my investments in HDFC Small Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock in period for HDFC Small Cap Fund - Direct Growth?
No, there is no lock-in period for HDFC Small Cap Fund – Direct Growth.