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

HDFC Small Cap IDCW Reinvest Direct Plan

NAV
₹67.8360
-1.15%
(22 Jan)
AUM
33,893 Cr
TER
0.71%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+28.8%
+19.6%
+19.6%
+14.4%
+10.5%
+9.9%
3Y
+26.2%
+23.1%
+23.1%
+18.1%
+22.3%
+20.1%
5Y
NA
NA
NA
+27.8%
+43.6%
+27.3%
ALL
+35.7%
+24.3%
+24.3%
+15.8%
+17.9%
+20.2%
VOL
17.9%
20.5%
20.5%
-
15.2%
17.6%
TER
0.4%
0.5%
0.5%
-
0.7%
0.7%
AUM
₹9,692 Cr
₹2,474 Cr
₹2,474 Cr
-
₹26,670 Cr
₹33,893 Cr
INFO
1.99
1.18
1.18
-
1.18
1.15
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 Dec
Top holdings
Firstsource Solutions Ltd
6.4%
Treps - Tri-Party Repo
5.5%
eClerx Services Ltd
3.8%
Aster DM Healthcare Ltd Ordinary Shares
3.7%
Bank of Baroda
3.3%
Fortis Healthcare Ltd
2.6%
Sonata Software Ltd
2.6%
Eris Lifesciences Ltd Registered Shs
2.4%
Krishna Institute of Medical Sciences Ltd
2.0%
Sudarshan Chemical Industries Ltd
1.9%
Top industry exposure
Industrials
24.9%
Consumer Cyclical
19.1%
Technology
15.2%
Healthcare
11.9%
Financial Services
11.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
1271%
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