HDFC Small Cap Fund Growth

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