HDFC Small Cap Fund - Growth Option - Direct Plan

Fund House: HDFC Mutual Fund
Category: Equity: Small Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: BSE 250 SmallCap TRI
TER: 0.71% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 35,780.59 Cr As on 30-06-2025(Source:AMFI)
Turn over: 11.85% | Exit Load: In respect of each purchase/ switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment.

161.094

20.16%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY SMALLCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnHDFC Small Cap Fund - Growth Option - DirectPlanHDFC Small Cap Fund - Growth Option - Direct PlanNIFTY SMALLCAP 250 TRIEquity: Small CapGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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 achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.07
Sharpe Ratio 1.42
Alpha 4.07
Beta 0.79
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Small Cap Fund - Growth Option - Direct Plan 01-01-2013 2.73 20.41 27.03 34.56 19.51
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 9.59 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 7.43 36.0 31.84 34.79 -
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 5.76 27.59 27.08 32.56 -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 4.28 17.6 15.67 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

80.77%

Others

6.62%

Large Cap

3.95%

Mid Cap

8.66%

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