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(%) 51.2 31.72 23.79 18.8
Average Rolling Returns(%) 24.87 19.94 16.16 16.82

The Current NAV of HDFC Small Cap Fund - Regular Plan - Growth is ₹117.37.

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 ₹28,599 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 30% of fund’s portfolio respectively.

Top three sectors of HDFC Small Cap Fund - Regular Plan - Growth fund are BFSI, IT and Miscellaneous accounting for 37% 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 37.75 and PB ratio is 5.84

The asset allocation of HDFC Small Cap Fund - Regular Plan - Growth is Stocks : 89.43%, Debt : 10.56% 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

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