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(%) | 41.81 | 27.03 | 25.63 | 20.04 |
Average Rolling Returns(%) | 25.77 | 20.33 | 16.42 | 16.94 |
The Current NAV of HDFC Small Cap Fund - Growth - Direct Plan is ₹155.65.
You can consider SIP in HDFC Small Cap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.
HDFC Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.65%
The process for redemption is
The AUM of HDFC Small Cap Fund - Growth - Direct Plan is currently ₹31,523 Crores.
The Top three stocks are Firstsource Solution, Bank Of Baroda and eClerx Services and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 26% of fund’s portfolio respectively.
Top three sectors of HDFC Small Cap Fund - Growth - Direct Plan fund are Auto, BFSI and IT accounting for 35% 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 40.06 and PB ratio is 5.76
The asset allocation of HDFC Small Cap Fund - Growth - Direct Plan is Stocks : 92.62%, Debt : 7.34% 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