HDFC Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 49.07 | 31.84 | 22.59 | 19.87 |
Average Rolling Returns(%) | 26.87 | 21.05 | 17.52 | 20.23 |
The Current NAV of HDFC Small Cap Fund - Growth - Direct Plan is ₹140.57.
You can consider SIP in HDFC Small Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.
HDFC Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.58%
The process for redemption is
The AUM of HDFC Small Cap Fund - Growth - Direct Plan is currently ₹27,574 Crores.
The Top three stocks are Sonata Software, Firstsource Solution and Bank Of Baroda and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 29% of fund’s portfolio respectively.
Top three sectors of HDFC Small Cap Fund - Growth - Direct Plan fund are IT, BFSI and Healthcare accounting for 36% 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 - Growth - Direct Plan Fund is Equity - Small cap Fund.
Chirag Setalvad manages the HDFC Small Cap Fund - Growth - Direct Plan Fund.
HDFC Small Cap Fund - Growth - Direct Plan current PE ratio is 36.23 and PB ratio is 5.37
The asset allocation of HDFC Small Cap Fund - Growth - Direct Plan is Stocks : 90.80%, Debt : 9.20% and Gold : 0%
The minimum SIP amount for HDFC Small Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Small Cap Fund - Growth - Direct Plan is 1% on or before 1 year, Nil after 1 year