Overview (as on 24 Feb 2021)

NAV

₹35.251

1y returns

34.813%

Fund AUM

₹9,069 Cr

Expense Ratio

0.88%

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Industrials
21.80%
Tech
16.74%
Consumer
15.47%
Basic Materials
14.99%
Health
11.92%
Utilities
5.72%
Financial Services
5.59%
Defensive
5.15%
Communication
2.62%
Size Breakup
Small Cap
63.97%
Mid Cap
33.19%
Large Cap
2.84%

Key Metrics

Beta 

0.77

Std deviation 

24.21%

Sharpe Ratio 

0.44

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 the Scheme will be realized.."
Scheme Name
HDFC Small Cap Fund-Direct Dividend Reinvestment Option
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Anand Laddha
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Direct0.88%34.80%
Direct0.88%34.81%
Regular2.08%33.48%
Regular2.08%33.48%

Peer Funds

HDFC Small Cap Fund-Direct Dividend Reinvestmen...

NAV

₹35.251

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

Anand Laddha
Anand Laddha

manager

Work Experience
"null"
Chirag Setalvad
Chirag Setalvad

leader

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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