HDFC Small Cap Fund(IDCW)

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IDCW

EquitySmall Cap Fund

Large-size FundAssets Under Mgmt: ₹ 33,841 Cr

Very High RiskPrinciple investment will be at very high risk

72.600.17% (+0.12)

How to use scorecard? Learn more

EquitySmall Cap Fund

Large-size FundAssets Under Mgmt: ₹ 33,841 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.71	40.73	1.11

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.24	53.15	1.40

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% 1% on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
BSE 250 Small Cap - TRI

About Small Cap Fund

Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds

Peers & Comparison

Comparing 3 mutual funds from
EquitySmall Cap Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
HDFC Small Cap Fund(IDCW)	14.86%	15.78%	14.07%
Nippon India Small Cap Fund(IDCW)	18.77%	20.71%	21.70%
SBI Small Cap Fund(IDCW-Payout)	26.83%	21.35%	21.94%
Quant Small Cap Fund(IDCW)	25.46%	27.79%	17.41%

Price Comparison

Compare HDFC Small Cap Fund(IDCW) with any MF, ETF, stock or index

HDFC Small Cap Fund(IDCW)

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AMC Profile

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

No.of Schemes
83
Total AUM
₹ 7,68,838.11 Cr.

Fund Manager Profile

Chirag Setalvad

AUM: ₹1,34,087.57 Cr.

Exp: 16yrs

Qualification

B.sc in Business Administration

Past Experience

Mr.Chirag Setalvad has 16 years of experience of which 13 years in Fund Management and Equity Research and 3 years in investment banking. From March 2007 till date he is with HDFC AMC. He has also worked with New Vernon Advisory Services Pvt. Ltd., HDFC AMC, ING Barings N.V.

Tax Implications

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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