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Would Have Become--
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Invested Value--
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Total Gain--
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Returns-- per annum
| ₹100 | ₹100 | 0.8 % | 3★ | ₹14,648 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹100 | ₹100 | 0.8 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹14,648 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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 |
|---|---|
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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. |
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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. |
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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. |
How to Invest in HDFC Small Cap Fund?
Always remember to determine how much money you are willing to invest and how many units you would like to buy. This process can be accomplished by considering your financial goals, risk tolerance, and investment horizon.
It is important to note that before investing in any mutual fund, it is always good to research and consult with a financial advisor. This will allow you to make informed decisions and meet your investment goals.
What is the Expense Ratio of HDFC Small Cap Fund?
The expense ratio includes management fees, administrative costs, and other operating expenses. The expense ratio is important when choosing a mutual fund because it can considerably reduce your returns.
A higher expense ratio means a higher percentage of your money is going towards expenses, which means you have less to reinvest or take home in profits.
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.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12.5% | 43.5% | 13.5% | 18.2% | ||||
| Category Average | -0.5% | 45.3% | 8.4% | - |
Scheme Allocation
Fund House Details
HDFC Small Cap Fund
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. |
|---|
Advance Ratio
| 0.04 | 1.01 | 0.74 | 0.04 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
Peer Comparison
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Equity | Small Cap Mutual Funds | 2
10.5%38.8%11.2%1Y3Y5Y
AMC Contact Details
Frequently Asked Questions
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Small Cap Fund 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"
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