- Current NAV
₹119.750.756%
14-02-2024 - Annual Returns
49.08%
Min. SIP ₹100
Min. Investment ₹100
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About HDFC Small Cap Fund - Growth Option
HDFC Small Cap Fund - Growth Option is a fund scheme from HDFC mutual fund. It falls under a Small Cap category. After being launched on 05-04-2008, this fund has delivered 49.08% average annual returns. HDFC Small Cap Fund - Growth Option has achieved Rs 26836.99 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.62%.
- Investing Strategy:The scheme aims to provide long term capital appreciation by investing predominantly in Small cap and Mid cap companies.
- Performance: HDFC Small Cap Fund - Growth Option trailing returns over different times are 49.08% (1 year), 31.72% (3 year), 24.14% (5 year). The average annual return of this fund stands at 49.08%, doubling the money invested in it every 4 years.
- Fund Manager & Portfolio Manager: Chirag Setalvad, Dhruv Muchhal are the current fund managers of this mutual fund.The fund has a majority of its money invested in the top 5 sectors such as Sonata Software Ltd., Bank Of Baroda, Firstsource Solutions Ltd., eClerx Services Ltd., Aster DM Healthcare Ltd. SECTOR. First five holdings of this fund are Services, Capital Goods, Financial, Healthcare, Automobile.HDFC Small Cap Fund - Growth Option trailing returns over different times are 49.08% (1 year), 31.72% (3 year), 24.14% (5 year). The average annual return of this fund stands at 49.08%, doubling the money invested in it every 4 years.
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OverviewReturnsRiskPortfolioInformation
- Low-
- High-
- Returns-
Calculate SIP Returns of HDFC Small Cap Fund - Growth Option
Monthly SIPTarget Amount
I want to invest
Annual returns
I can wait for
I can wait for
I want
Annual returns
I can wait for
I can wait for
Net Profit₹ 5,000
+
Invested Amt.₹ 10,000
=
Total Wealth₹ 15,000
If you start a SIP of Rs 1000 per month from now, your net wealth at retirement willbe
Start SIP
Investment Returns
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -3.3% | -2.97% | -0.78% |
| 1M | 0.46% | -0.55% | -0.57% |
| 3M | 11.6% | 10.39% | 11.99% |
| 6M | 18.86% | 19.92% | 12.32% |
| 1Y | 49.08% | 45.93% | 23.77% |
| 2Y | 26.98% | 21.9% | 13.21% |
| 3Y | 31.72% | 29.07% | 14.13% |
| 5Y | 24.14% | 27.01% | 16.4% |
| ALL | 16.88% | 20.4% | 14.04% |
Check out what are trolling and rolling returns of this fund ?
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Risk scale
Very High
Check ot the detail risk analysis of the fund.
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Fund Managers
Dhruv Muchhal
Fund Manage - 40
Total AUM. - 478716.4744Cr.
Chirag Setalvad
Fund Manage - 3
Total AUM. - 92982.9295Cr.
Portfolio Analysis
Equity90.81%Others9.19%
Market Cap
Top 5 Sectors
Services
Capital Goods
Financial
Healthcare
Automobile
Top 5 Companies
Sonata Software Ltd.
Bank Of Baroda
Firstsource Solutions Ltd.
eClerx Services Ltd.
Aster DM Healthcare Ltd.
Market Cap
Top 5 Sectors
Others
Top 5 Companies
Others
Others
Check out the portfolio analysis of this fund.
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Alternative Fund
3M6M1Yr3Yr5Yr
| Fund Name | Returns |
|---|
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HDFC Small Cap Fund - Growth Option
3Y Returns31.72%
AUM 26836.99Cr.
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Suitability
This fund is suitable for those investors
Purpose - Ideal for long-term, high wealth creation, catering to investors seeking substantial growth
Purpose - Strategy
- Focuses on investing in rapidly growing companies or undiscovered gems poised to become future market leaders
Strategy - Duration
- A minimum investment period of 5 years is recommended to navigate market cycles and capitalize on the fund
Duration - Risk Tolerance
- Anticipates high volatility with potential downturns of 25-35% in extreme market conditions, usually rebounding within 2-3 years.
Risk Tolerance - Returns Expectation
- Aims for a 15-18% compounded annual growth rate (CAGR), pursuing a balance between significant growth potential and manageable risk.
Returns Expectation FAQ’s
What is the current NAV of HDFC Small Cap Fund - Growth Option?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of HDFC Small Cap Fund - Growth Option as of 14-02-2024 is 119.75.
What is the expense ratio of HDFC Small Cap Fund - Growth Option?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the benchmark of HDFC Small Cap Fund - Growth Option?
HDFC performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
What is the AUM or size of HDFC Small Cap Fund - Growth Option?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of HDFC Small Cap Fund - Growth Option is Rs 26836.99 Crs.
Is HDFC Small Cap Fund - Growth Option a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
Should I invest in HDFC Small Cap Fund - Growth Option?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
What are the top 5 holdings of HDFC Small Cap Fund - Growth Option?
The fund's top 5 holdings are in Bajaj holdings and investment Services, Capital Goods, Financial, Healthcare, Automobile.
How to start online SIP in HDFC Small Cap Fund - Growth Options?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
How can I redeem my investments in HDFC Small Cap Fund - Growth Option?
Redeeming your investments in HDFC Small Cap Fund - Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
Who manages this fund, and what is their expertise?
Chirag Setalvad, Dhruv Muchhal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
