FAQ : HDFC Small Cap Fund - Growth - Direct Plan

HDFC Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 49.07 31.84 22.59 19.87
Average Rolling Returns(%) 26.58 20.91 17.43 20.21

The Current NAV of HDFC Small Cap Fund - Growth - Direct Plan is ₹138.66.

You can consider SIP in HDFC Small Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.

HDFC Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.61%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HDFC Small Cap Fund - Growth - Direct Plan is currently ₹27,574 Crores.

The Top three stocks are Sonata Software, Firstsource Solution and Bank Of Baroda and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 29% of fund’s portfolio respectively.

Top three sectors of HDFC Small Cap Fund - Growth - Direct Plan fund are IT, BFSI and Healthcare accounting for 36% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of HDFC Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.

Chirag Setalvad manages the HDFC Small Cap Fund - Growth - Direct Plan Fund.

HDFC Small Cap Fund - Growth - Direct Plan current PE ratio is 36.23 and PB ratio is 5.37

The asset allocation of HDFC Small Cap Fund - Growth - Direct Plan is Stocks : 90.80%, Debt : 9.20% and Gold : 0%

The minimum SIP amount for HDFC Small Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for HDFC Small Cap Fund - Growth - Direct Plan is 1% on or before 1 year, Nil after 1 year

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