HDFC Small Cap Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 36.9% | 41.2% | 18.7% | 20.2% | ||||
| Category Average | 26.3% | 35.1% | 14.6% | - |
Scheme Allocation
Advance Ratio
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 |
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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.
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 Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 6,779
-
36.9%Fund Size - 6,779
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49.1%Fund Size - 6,779
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29%Fund Size - 6,779
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- Equity .
- Small Cap .
-
- 34,468
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32.8%Fund Size - 34,468
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44.4%Fund Size - 34,468
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22.8%Fund Size - 34,468
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- Equity .
- Small Cap .
-
- 9,103
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33.6%Fund Size - 9,103
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40.1%Fund Size - 9,103
-
16.7%Fund Size - 9,103
-
- Equity .
- Small Cap .
-
- 6,510
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23.5%Fund Size - 6,510
-
39.7%Fund Size - 6,510
-
21.5%Fund Size - 6,510
-
- Equity .
- Small Cap .
-
- 11,597
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17.7%Fund Size - 11,597
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39.2%Fund Size - 11,597
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22.4%Fund Size - 11,597
AMC Contact Details
More Funds from HDFC Mutual Fund
- 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
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Large Cap .
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- 654
-
18.9%Fund Size - 654
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23.4%Fund Size - 654
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14.9%Fund Size - 654
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- Equity .
- Large Cap .
-
- 10,202
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10%Fund Size - 10,202
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19.8%Fund Size - 10,202
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14.4%Fund Size - 10,202
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- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
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28.1%Fund Size - 15,583
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14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
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23%Fund Size - 757
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13.7%Fund Size - 757
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?
- Sonata Software - 4.57%
- Bank of Baroda - 4.01%
- Firstsour.Solu. - 3.35%
- Bajaj Electrical - 3.32%
- I D F C - 2.91%
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.