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Business News/Market/Market Stats/    HDFC Small Cap Fund Growth

HDFC Small Cap Fund Growth

+
  • Equity
  • Small-Cap
  • Rating 3
  • Plan
139.93 +0.97 (0.70%) NAV as on 29 Nov, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)33504.02
  • CAGR 28.02%
  • Exit Load1.00%
  • Expense ratio1.57%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2008-04-03

Morning Star Rating 3

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 03 December 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 3.04%
  • Beta 0.82
  • Sharpe Ratio1.15
  • Std Deviation 14.71%
  • Tracking Error 9.10%

About Fund

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 Growth has an AUM of 33504.02 crores & has delivered CAGR of 29.23% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.57%. The minimum investment in HDFC Small Cap Fund Growth 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, Eclerx Services, Bank Of Baroda & Aster DM Healthcare.

 

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

 

Some of the similar funds are Quant Small Cap Fund Growth, Nippon India Small Cap Fund - Growth, HDFC Small Cap Fund Growth, Axis Small Cap Fund Regular Growth, SBI Small Cap Fund Regular Plan Growth. HDFC Small Cap Fund Growth has a sharpe ratio of 1.15 & a standard deviation of 14.71%.

FAQs about HDFC Small Cap Fund Growth

According to the morning star rating HDFC Small Cap Fund Growth has a Medium risk & Exceptional return.
HDFC Small Cap Fund Growth is managed by Chirag Setalvad,Dhruv Muchhal.
The expense ratio of HDFC Small Cap Fund Growth is 1.57%.
The 5 year annualized return on HDFC Small Cap Fund Growth is 29.23% & it has generated 28.02% in the last 1 year.
The minimum investment in HDFC Small Cap Fund Growth is 100 Rs.
HDFC Small Cap Fund Growth has an AUM of 33504.02 crores.
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