HDFC Small Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 51.07 | 31.87 | 23.94 | 19.58 |
Average Rolling Returns(%) | 25.66 | 20.28 | 16.34 | 16.90 |
The Current NAV of HDFC Small Cap Fund - Regular Plan - Growth is ₹123.12.
You can consider SIP in HDFC Small Cap Fund - Regular Plan - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.
HDFC Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.60%
The process for redemption is
The AUM of HDFC Small Cap Fund - Regular Plan - Growth is currently ₹29,685 Crores.
The Top three stocks are Firstsource Solution, Bank Of Baroda and Sonata Software and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 27% of fund’s portfolio respectively.
Top three sectors of HDFC Small Cap Fund - Regular Plan - Growth fund are BFSI, IT and Healthcare accounting for 35% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Small Cap Fund - Regular Plan - Growth Fund is Equity - Small cap Fund.
Chirag Setalvad manages the HDFC Small Cap Fund - Regular Plan - Growth Fund.
HDFC Small Cap Fund - Regular Plan - Growth current PE ratio is 38.58 and PB ratio is 5.40
The asset allocation of HDFC Small Cap Fund - Regular Plan - Growth is Stocks : 91.28%, Debt : 8.69% and Gold : 0%
The minimum SIP amount for HDFC Small Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Small Cap Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year