HDFC Small Cap Fund - Growth Option
Category: Equity: Small Cap
Launch Date: 02-04-2008
AUM:
₹ 30,223.46 Cr
Expense Ratio
1.61%
Benchmark
BSE 250 SmallCap TRI
ISIN
INF179KA1RZ8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Chirag Setalvad, Dhruv Muchhal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HDFC Small Cap Fund - Growth Option | -2.4 | 19.3 | 33.61 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
122.951
Last change
-1.91 (-1.5494%)
Fund Size (AUM)
₹ 30,223.46 Cr
Performance
15.82% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims to provide long term capital appreciation by investing predominantly in Small cap and Mid cap companies.
Fund Manager
Chirag Setalvad, Dhruv Muchhal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS - Tri-party Repo | 7.03 |
| FIRSTSOURCE SOLUTIONS LIMITED EQ | 6.11 |
| ASTER DM HEALTHCARE LIMITED EQ | 3.89 |
| BANK OF BARODA EQ NEW FV RS. 2/- | 3.54 |
| ECLERX SERVICES LIMITED EQ | 3.45 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.88 |
| ERIS LIFESCIENCES LIMITED EQ NEW FV RE. 1/- | 2.8 |
| Krishna Institute Of Medical Sciences Limited | 2.42 |
| GABRIEL INDIA LIMITED EQ NEW FV RE. 1/- | 2.31 |
| POWER MECH PROJECTS LIMITED EQ | 2.22 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Services | 18.44 |
| Healthcare | 13.25 |
| Financial Services | 12.89 |
| Automobile and Auto Components | 8.05 |
| Capital Goods | 7.62 |
| N/A | 6.88 |
| Construction | 6.67 |
| Chemicals | 5.2 |
| Consumer Services | 4.45 |
| Consumer Durables | 4.29 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Small Cap Reg Gr | 33.61 |
| Motilal Oswal Small Cap Reg Gr | 0.0 |
| Bandhan Small Cap Reg Gr | 34.88 |
| Invesco India Small Cap Reg Gr | 32.65 |
| UTI Small Cap Reg Gr | 0.0 |
| Axis Small Cap Reg Gr | 29.3 |
| ITI Small Cap Reg Gr | 28.49 |
| Edelweiss Small Cap Reg Gr | 32.95 |
| Kotak -Small Cap Gr | 32.15 |
| LIC MF Small Cap Fund Reg Gr | 30.84 |