HDFC Small Cap Fund-Direct Growth Option

• Alpha 4.14%
• Beta 0.82
• Sharpe Ratio0.86
• Std Deviation 15.70%
• Tracking Error 9.10%

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.

The HDFC Small Cap Fund-Direct Growth Option has an AUM of 36940.54 crores & has delivered CAGR of 19.99% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.67%. The minimum investment in HDFC Small Cap Fund-Direct Growth Option is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Firstsource Solutions, Bank of Baroda, eClerx Services & Aster DM Healthcare.

The major sectors where the fund is invested are Regional Banks, Computer Services, Healthcare Facilities & Chemical Manufacturing.

Some of the similar funds are Nippon India Small Cap Fund - Direct Plan - Growth Plan, Quant Small Cap Fund Growth Option Direct Plan, HDFC Small Cap Fund-Direct Growth Option, Axis Small Cap Fund Direct Growth, SBI Small Cap Fund Direct Plan Growth. HDFC Small Cap Fund-Direct Growth Option has a sharpe ratio of 0.86 & a standard deviation of 15.70%.