Overview (as on 18 Sep 2020)

NAV

₹20.685

1y returns

3.126%

Fund AUM

₹8,645 Cr

Expense Ratio

1.81%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
15.27% projected returns
₹0
15.61% projected returns

Asset Allocation

Sector Allocation
Consumer
21.51%
Industrials
20.57%
Tech
14.83%
Basic Materials
14.04%
Health
11.97%
Financial Services
5.18%
Utilities
4.33%
Defensive
4.32%
Communication
3.26%
Size Breakup
Small Cap
69.49%
Mid Cap
25.95%
Large Cap
4.56%

Key Metrics

Beta 

0.76

Std deviation 

23.6%

Sharpe Ratio 

0.18

Top 10 Holdings

Fund Details

Investment Objectives
To provide long-term capital appreciation /income by investing predominantly in Small-Cap companies. There is no assurance that the investment objective of\\nthe Scheme will be realized..
Scheme Name
HDFC Small Cap Fund Dividend Payout
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
03 April, 2008
Fund Manager
Chirag Dagli
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
NA
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Peer Funds

HDFC Small Cap Fund Dividend Payout

NAV

₹20.685

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Chirag Dagli
Chirag Dagli

Manager

Chirag Setalvad
Chirag Setalvad

Manager

Qualifications
B.Sc. in Business Administration- University of North Carolina, Chapel Hill.
Work Experience
Mr. Chirag Setalvas is currently a Senior Fund Manager - Equities for HDFC Asset Management. Collectively, he has over 21 years of experience, of which 18 years are in Fund Management and Equity Research and 3 years in Investment Banking. Previously he was employed as Vice President New Vermon Advisory Services Pvt. Ltd. and as Assistant Manager for ING Barings N.V. Chirag has a B.Sc. in Business Administration from University of North Carolina, Chapel Hill.

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