HDFC Small Cap Fund - Growth Option
Fund House: HDFC Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 02-04-2008 |
| Asset Class: Equity |
| Benchmark: BSE 250 SmallCap TRI |
| TER: 1.6% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 28,119.87 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 11.85% | Exit Load: Exit load of 1% if redeemed within 1 year |
114.839
-0.57 (-0.4946%)
15.49%
Benchmark: 15.57%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY SMALLCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
6 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to provide long term capital appreciation by investing predominantly in Small cap and Mid cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.25 |
| Sharpe Ratio | 0.72 |
| Alpha | 3.32 |
| Beta | 0.77 |
| 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 | 02-04-2008 | -1.17 | 18.94 | 17.89 | 28.95 | 15.91 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 19.33 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 14.99 | 36.6 | 23.89 | 32.54 | - |
| Tata Small Cap Fund-Regular Plan-Growth | 02-11-2018 | 10.13 | 21.0 | 20.45 | 29.84 | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 9.29 | 26.06 | 19.76 | 27.72 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
80.85%
Others
6.69%
Large Cap
3.87%
Mid Cap
8.59%
Scheme Documents
