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

HDFC Small Cap IDCW Reinvest Direct Plan

NAV
₹70.1530
-0.09%
(14 Nov)
AUM
38,412 Cr
TER
0.68%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.4%
+6.4%
+5.8%
+4.9%
+4.9%
+3.3%
3Y
+23.4%
+26.3%
+32.6%
+28.5%
+28.5%
+20.6%
5Y
+30.0%
+31.6%
+30.3%
+26.6%
+26.6%
+27.4%
ALL
+19.8%
+24.4%
+32.1%
+22.6%
+22.6%
+15.8%
VOL
17.6%
19.1%
18.2%
20.4%
20.4%
-
TER
0.7%
0.4%
0.4%
0.2%
0.2%
-
AUM
₹38,412 Cr
₹8,720 Cr
₹17,380 Cr
₹2,835 Cr
₹2,835 Cr
-
INFO
1.12
1.28
1.76
1.11
1.11
-
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 30th Sep
Top holdings
Treps - Tri-Party Repo
10.4%
Firstsource Solutions Ltd
4.9%
Aster DM Healthcare Ltd Ordinary Shares
4.1%
eClerx Services Ltd
4.0%
Bank of Baroda
3.3%
Gabriel India Ltd
3.2%
Eris Lifesciences Ltd Registered Shs
2.7%
Fortis Healthcare Ltd
2.7%
Krishna Institute of Medical Sciences Ltd
2.1%
Sudarshan Chemical Industries Ltd
2.1%
Top industry exposure
Industrials
22.5%
Consumer Cyclical
19.0%
Technology
12.9%
Healthcare
12.3%
Financial Services
11.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
10%
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