FAQ : HDFC Small Cap Fund - Regular Plan - Growth

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 54.09 37.98 24.02 18.79
Average Rolling Returns(%) 24.62 19.78 16.09 16.80

The Current NAV of HDFC Small Cap Fund - Regular Plan - Growth is ₹122.14.

You can consider SIP in HDFC Small Cap Fund - Regular Plan - Growth 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 100 returns, as Funds portfolio is significantly different.

HDFC Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.60%

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 - Regular Plan - Growth is currently ₹28,607 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 18% and 29% of fund’s portfolio respectively.

Top three sectors of HDFC Small Cap Fund - Regular Plan - Growth fund are BFSI, IT and Miscellaneous 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 - Regular Plan - Growth Fund is Equity - Small cap Fund.

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

HDFC Small Cap Fund - Regular Plan - Growth current PE ratio is 37.24 and PB ratio is 5.89

The asset allocation of HDFC Small Cap Fund - Regular Plan - Growth is Stocks : 90.07%, Debt : 9.91% and Gold : 0%

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

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

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.