HDFC Small Cap Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.58 %
Expense Ratio
Rating
27,574
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 42% | 29.4% | 24.8% | 20.7% | ||||
| Category Average | 53.2% | 26.4% | 24.4% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
5.89
Alpha
4.48
SD
0.85
Beta
1.44
Sharpe
Exit Load
| 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. |
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Fund Objective
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
| 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.
Fund Managers
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.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 17,348
-
62.4%Fund Size - 17,348
-
34%Fund Size - 17,348
-
41%Fund Size - 17,348
-
- Equity .
- Small Cap .
-
- 45,749
-
53.6%Fund Size - 45,749
-
33.9%Fund Size - 45,749
-
32.2%Fund Size - 45,749
-
- Equity .
- Small Cap .
-
- 11,539
-
53.4%Fund Size - 11,539
-
32%Fund Size - 11,539
-
25.7%Fund Size - 11,539
-
- Equity .
- Small Cap .
-
- 7,172
-
41.3%Fund Size - 7,172
-
28.6%Fund Size - 7,172
-
28%Fund Size - 7,172
-
- Equity .
- Small Cap .
-
- 2,958
-
45.3%Fund Size - 2,958
-
26.6%Fund Size - 2,958
-
24.7%Fund Size - 2,958
AMC Contact Details
HDFC Mutual Fund
AUM:
6,17,677 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
More Funds from HDFC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 358
-
11.2%Fund Size - 358
-
14.5%Fund Size - 358
-
14%Fund Size - 358
-
- Debt .
- Fixed Maturity Plans .
-
- 170
-
11.2%Fund Size - 170
-
14.5%Fund Size - 170
-
14%Fund Size - 170
-
- Debt .
- Fixed Maturity Plans .
-
- 640
-
11.2%Fund Size - 640
-
14.5%Fund Size - 640
-
14%Fund Size - 640
-
- Debt .
- Fixed Maturity Plans .
-
- 74
-
11.2%Fund Size - 74
-
14.5%Fund Size - 74
-
14%Fund Size - 74
-
- Debt .
- Fixed Maturity Plans .
-
- 55
-
11.2%Fund Size - 55
-
14.5%Fund Size - 55
-
14%Fund Size - 55
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
36.8%Fund Size - 1,863
-
19.9%Fund Size - 1,863
-
19.7%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
27.6%Fund Size - 12,577
-
16.3%Fund Size - 12,577
-
19.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 24,378
-
37.7%Fund Size - 24,378
-
24.9%Fund Size - 24,378
-
19.2%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 53,505
-
36.3%Fund Size - 53,505
-
21%Fund Size - 53,505
-
19.1%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 828
-
30.9%Fund Size - 828
-
18.8%Fund Size - 828
-
18.6%Fund Size - 828
Frequently Asked Questions
How to invest in HDFC Small Cap Fund – Direct Growth ?
You can invest in HDFC Small Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
- 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 ?
The NAV of HDFC Small Cap Fund – Direct Growth is ₹135.1 as of 10 May 2024.
How to redeem HDFC Small Cap Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC Small Cap Fund – Direct Growth?
The minimum SIP amount of HDFC Small Cap Fund – Direct Growth is ₹100
What are the top sectors HDFC Small Cap Fund – Direct Growth has invested in?
The top sectors HDFC Small Cap Fund – Direct Growth has invested in are
- Debt - 9.8%
- Banks - 9.59%
- Commercial Services & Sup - 8.18%
- Healthcare Services - 8.05%
- Consumer Durables - 6.41%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Small Cap Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of HDFC Small Cap Fund – Direct Growth based on your investment objective and risk tolerance.
What is PE Ratio of HDFC Small Cap Fund – Direct Growth ?
PE Ratio of HDFC Small Cap Fund – Direct Growth is 5.89
How much returns have HDFC Small Cap Fund – Direct Growth generated ?
The HDFC Small Cap Fund – Direct Growth has delivered 20.7% since inception
What is the expense ratio of HDFC Small Cap Fund – Direct Growth ?
The expense ratio of HDFC Small Cap Fund – Direct Growth is 0.58 % as of 10 May 2024.
What is the AUM of HDFC Small Cap Fund – Direct Growth?
The AUM of HDFC Small Cap Fund – Direct Growth is ₹6,17,677 Cr as of 10 May 2024
What are the top stock holdings of HDFC Small Cap Fund – Direct Growth?
The top stock holdings of HDFC Small Cap Fund – Direct Growth are
- Firstsour.Solu. - 4.19%
- Bank of Baroda - 4.06%
- Sonata Software - 3.3%
- eClerx Services - 2.96%
- Aster DM Health. - 2.44%
How can I redeem my investments in HDFC Small Cap Fund – Direct Growth?
Step 1: Visit the fund house's website
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.
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.