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

HDFC Small Cap IDCW Reinvest Direct Plan

NAV
₹68.1040
-0.62%
(26 Dec)
AUM
38,020 Cr
TER
0.67%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+0.7%
+0.0%
-0.9%
-2.6%
-2.6%
-4.2%
3Y
+22.4%
+32.8%
+28.4%
+29.4%
+29.4%
+20.5%
5Y
+26.2%
+26.2%
NA
+22.5%
+22.5%
+23.8%
ALL
+19.3%
+30.8%
+26.4%
+21.6%
+21.6%
+15.4%
VOL
17.5%
18.1%
16.7%
20.3%
20.3%
-
TER
0.7%
0.4%
0.4%
0.2%
0.2%
-
AUM
₹38,020 Cr
₹18,174 Cr
₹4,235 Cr
₹2,819 Cr
₹2,819 Cr
-
INFO
1.10
1.70
1.58
1.06
1.06
-
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 Nov
Top holdings
Treps - Tri-Party Repo
10.3%
Firstsource Solutions Ltd
5.0%
Aster DM Healthcare Ltd Ordinary Shares
4.2%
eClerx Services Ltd
3.9%
Bank of Baroda
3.6%
Eris Lifesciences Ltd Registered Shs
2.7%
Gabriel India Ltd
2.5%
Fortis Healthcare Ltd
2.3%
Indian Bank
2.2%
Krishna Institute of Medical Sciences Ltd
2.0%
Top industry exposure
Industrials
20.8%
Consumer Cyclical
18.7%
Technology
12.9%
Financial Services
12.6%
Healthcare
11.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
9%
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