3 Year return

27.84%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹31522.66 Cr.

Expense Ratio

0.67% (inclusive of GST)

Exit Load

1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment.

Ratings

ARQ Rating
3

Ratings by other agencies

3
2
3

Tax Implications

Withdrawal within 1 year:

15% tax on gains

Withdrawal after 1 year:

10% tax on gains above ₹1 lakh per financial year

Fund Holdings

Holdings

HDFC Mutual Fund Managers

CS

Chirag Setalvad

Fund Manager since Feb 2016

View Details

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund Asset management company

AUM ₹676,798.02 Cr.
No. of Schemes 167
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Small Cap Fund Growth Direct Plan

HDFC Small Cap Fund Growth Direct Plan is an open-ended equity fund offered by HDFC Mutual Fund. The scheme focuses on identifying and investing in small-cap companies with the potential for growth. Since the fund majorly invests in small-cap companies, it can be more volatile and carry higher risks.

Investment Objective of The Scheme

HDFC Small Cap Fund Growth Direct Plan aims to enjoy long-term capital appreciation by investing predominantly in equity and equity-related instruments of small-cap companies.

Key Features of The Fund

5-year return 28.45%
Expense Ratio 0.67%
Fund Manager Chirag Setalvad
Fund Size ₹31522.66 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Investors seeking potentially higher returns and willing to tolerate the associated risks can consider HDFC Small Cap Fund Growth Direct Plan for their long-term investment goals. Note that small-cap companies are more volatile than large-cap companies and hence highly risky. Do your own research and understand your risk tolerance before making an investment decision.

AMC Contact Details

Name HDFC Mutual Fund
Launch Date July 2000
Addresss "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact 1800 3010 6767 1800 419 7676
Email hello@hdfcfund.com
Website https://www.hdfcfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Explore Tax-Saving Investment Advantages With SIPs

You can deduct ₹1.5 lakh from your taxable income by investing in an Equity Linked Savings Scheme (ELSS) through SIP, as allowed by Section 80(C) of the Income Tax Act, 1961. With a SIP in ELSS, individuals whose income is in the highest tax bracket (30%) can save about ₹45,000 annually. Plan tax-efficient investments and estimate possible returns utilising systematic investment plan calculator.

FAQs

What is today's NAV of HDFC Small Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Small Cap Fund Jul 12 2024 is 155.135

What is the AUM of HDFC Small Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Small Cap Fund is 31522.66 crore.

What is the expense ratio of HDFC Small Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HDFC Small Cap Fund is 0.67%

What are the returns of HDFC Small Cap Fund since inception?

The HDFC Small Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 21.83 since inception.

What is the minimum SIP amount to invest in HDFC Small Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Small Cap Fund is 100.

How do I invest in HDFC Small Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HDFC Small Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HDFC Small Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HDFC Small Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.