HDFC Small Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Small Cap IDCW Reinvest Direct Plan

NAV
₹67.2110
-0.43%
(13 Jun)
AUM
34,032 Cr
TER
0.78%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+17.1%
+12.8%
+6.8%
+6.8%
+5.5%
+4.6%
3Y
+36.3%
+31.6%
+33.9%
+33.9%
+29.6%
+26.2%
5Y
+37.1%
+35.8%
+32.0%
+32.0%
+36.4%
+34.8%
ALL
+34.3%
+25.5%
+24.0%
+24.0%
+20.1%
+16.6%
VOL
18.7%
19.5%
20.9%
20.9%
17.8%
-
TER
0.4%
0.4%
0.6%
0.6%
0.8%
-
AUM
₹11,744 Cr
₹6,823 Cr
₹2,504 Cr
₹2,504 Cr
₹34,032 Cr
-
INFO
1.83
1.31
1.15
1.15
1.13
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Small Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Treps - Tri-Party Repo
6.8%
Firstsource Solutions Ltd
5.9%
Aster DM Healthcare Ltd Ordinary Shares
4.0%
eClerx Services Ltd
3.9%
Bank of Baroda
3.4%
Eris Lifesciences Ltd Registered Shs
2.8%
Gabriel India Ltd
2.3%
Krishna Institute of Medical Sciences Ltd
2.3%
Power Mech Projects Ltd
2.3%
Sonata Software Ltd
2.2%
Top industry exposure
Industrials
23.9%
Consumer Cyclical
18.3%
Technology
14.3%
Financial Services
13.4%
Healthcare
12.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
11%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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 realized.
Fund manager(s)
Chirag Setalvad
Dhruv Muchhal

FAQs