Overview (as on 05 May 2021)

NAV

₹61.59

1y returns

101.053%

Fund AUM

₹10,050 Cr

Expense Ratio

1%

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

Asset Allocation

Sector Allocation
Industrials
22.72%
Tech
18.68%
Consumer
15.40%
Basic Materials
13.60%
Health
8.87%
Financial Services
6.55%
Utilities
6.36%
Defensive
5.27%
Communication
2.55%
Size Breakup
Small Cap
55.24%
Mid Cap
43.49%
Large Cap
1.26%

Key Metrics

Beta 

0.77

Std deviation 

23.55%

Sharpe Ratio 

0.57

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 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
cliser@hdfcfund.com
Phone
+912222821144
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-Direct Growth Option

NAV

₹61.59

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 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"
Sankalp Baid
Sankalp Baid

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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