HDFC Small Cap Fund Direct growth

Equity • Small Cap • Direct growth

Top rated fund from 173 Small-Cap
Top rated fund

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Small Cap

Direct growth

Launched On
01 Jan 2013
11.7 years ago
Lock-in Period
No lock-in
NAV
as of 13 Sep 2024
₹162.53
+0.5295% (0.90)
AUM
₹33,894 Cr
Expense ratio
0.64%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20%

Units held more than 1Y

12.5%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Asset split
Market capital
Equity92.65%
Cash7.35%

What's in this fund?

Sectors
Holdings
Industrials

Industrials

29.97%
Consumer Cyclical

Consumer Cyclical

20.94%
Technology

Technology

14.23%
Healthcare

Healthcare

11.08%
Financial Services

Financial Services

10.82%

Fund House

HDFC

HDFC

Inc: 01 Feb 1994 • Total AUM: ₹6,71,262 Cr • Rank #2
HDFC Mutual Fund, started in 1999, has Housing Development Finance Corporation as its sponsor. The fund house is headed by Navneet Munot as the CEO. As of 31 March 2024, it has an AUM of ₹6,59,013 Cr. It functions under the holding company abrdn Investment Management Limited with a customer base of 10.2 million spread across 200 plus cities.

Fund Managers

Chirag Setalvad

Experience: 17.45 yrs • Total AUM: 8,03,525 Cr

Dhruv Muchhal

Experience: 1.23 yrs • Total AUM: 51,87,502 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

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ICICI Prudential Smallcap Fund

Equity • Small Cap
3Y CAGR
25.54%
Expense ratio
0.69%
Returns vs category
Average
Risk vs category
Average
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SBI Small Cap Fund

Equity • Small Cap
3Y CAGR
25.21%
Expense ratio
0.63%
Returns vs category
Above Average
Risk vs category
Below Average
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Axis Small Cap Fund

Equity • Small Cap
3Y CAGR
24.35%
Expense ratio
0.54%
Returns vs category
Average
Risk vs category
Low
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Kotak Small Cap Fund

Equity • Small Cap
3Y CAGR
23.37%
Expense ratio
0.48%
Returns vs category
Above Average
Risk vs category
Average
1 / 4
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.