Overview (as on 24 Feb 2021)
NAV
₹57.154
1y returns
34.8%
Fund AUM
₹9,069 Cr
Expense Ratio
0.89%
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
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (94.95%)
Debt & Cash (5.05%)
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
0.78
Std deviation
24.24%
Sharpe Ratio
0.44
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
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 Growth 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 Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.89% | 34.81% | |
| Direct | 0.89% | 34.81% | |
| Regular | 1.79% | 33.48% | |
| Regular | 1.79% | 33.48% |
Peer Funds
HDFC Small Cap Fund-Direct Growth Option
NAV
₹57.154
INDmoney Analysis
Return Score
Good
Risk Score
Excellent
Fund is in Top 30 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 20 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
Anand Laddha
manager
Work Experience
"null"
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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