HDFC Small Cap Fund-Direct Payout of Income Distribution cum Capital Withdrawal option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Chirag Setalvad. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.58% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹27574 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 9.22% |
Size breakup
HDFC Small Cap Fund-Direct Payout of Income Distribution cum Capital Withdrawal option | Absolute Returns | CAGR Returns |
1 Month Returns | 5.95% | 5.95% |
6 Month Returns | 13.62% | 13.62% |
1 Year Returns | 43.64% | 43.64% |
3 Years Returns | 123.4% | 30.73% |
5 Years Returns | 179.65% | 22.83% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC Small Cap Fund-Direct Payout of Income Distribution cum Capital Withdrawal option | -16.26 | 1.8 | -2.42 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC Small Cap Fund-Direct Payout of Income Distribution cum Capital Withdrawal option | 1.04 | 0.92 | 0.97 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC Small Cap Fund-Direct Payout of Income Distribution cum Capital Withdrawal option | 1.69 | 1.31 | 0.71 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC Small Cap Fund-Direct Payout of Income Distribution cum Capital Withdrawal option | 16.76 | 16.56 | 24.07 |