HDFC Small Cap Fund - Growth Option

Small Cap NAV 111.303 0 01 December, 2023

Predominantly investing in the equity and equity-related securities of small-cap companies, HDFC Small Cap Fund is a moderately high-risk scheme. The fund is suitable for investors who are seeking to generate long-term wealth appreciation. Investors investing in HDFC Small Cap Fund G should stay invested for seven years or more for getting optimal returns on the principal amount.

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 03 April, 2008
Benchmark S&P BSE 250 SmallCap TRI
Asset Size(Cr) 23251.0351
Turn over 10.02%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 100
Exit Load Exit load of 1% if redeemed within 1 year
Expense Ratio 1.64
Fund Manager Chirag Setalvad, Dhruv Muchhal
Fund House HDFC Mutual Fund

Investment Returns (As on 01 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.08% -1.21% 0.65%
1 M 1.4% 1.89% 4.58%
3 M 8.23% 8.2% 16.61%
6 M 30.3% 11.63% 20.51%
1 Y 38.11% 13.73% 24.29%
2 Y 22.89% 12.15% 14.06%
3 Y 40.85% 22.26% 39.39%
5 Y 20.97% 13% 18.46%

Risk Mesasures (As on 01 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 19.07 1.77 5.13 0.91
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 29 Sep, 2023)

Assets Allocation

Sector Holdings
Others -0.15%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HDFC Small Cap Fund - Growth Option 38.11% 40.85% 20.97%
Nippon India Small Cap Fund - Growth Plan - Growth Option 36.11% 44.38% 26.24%
SBI Small Cap Fund - Regular Plan - Growth 18.47% 32.45% 22.93%
Aditya Birla Sun Life Small Cap Fund - GROWTH 28.12% 30.11% 15.52%

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HDFC Small Cap Fund - The Ladder for Long-Term Wealth Creation

HDFC Small Cap Fund is a highly aggressive scheme in the category of the small cap mutual fund, but in the recent years, it has turned out to be one of the best mutual fund schemes in the category as the trailing returns since last 3 years are the best in the category. It has the potential to provide an exponential returns in future if the disciplined investment is made for a long-term horizon. The HDFC small cap fund (g) aims to provide long-term wealth creation through a highly aggressive portfolio of small-cap equity stocks which have the potential to become leaders of tomorrow. You can invest in the fund through SIP mode and use the SIP calculator to calculate the amount you should invest to reach the willing goal.

HDFC Small Cap Fund Growth - Performance

The mutual fund was incorporated in April 2008 by HDFC Mutual Fund which was a bear market and after that the fund enjoyed beneficial year ahead and generated more than 100% returns in the calendar year of 2009. HDFC Small Cap Fund G provided frequent fluctuations in the following years while in the bearish trend of 2011, the drawdown was limited above the benchmark. HDFC small cap fund growth has generally performed well in the negative market and provided less losses than other schemes of the category. Decent returns have been generated in the positive market compared to the category’s average, however, in the last 3 years, this fund has turned out to be as one of the best schemes in the category and provided the best trailing and rolling returns.

How Risky Is HDFC Small Cap Fund?

The fund belongs to the small-cap category, hence high risk is apparent as these companies are at their emerging stage and are financially unstable. But the comparison is made within the category, we will see that the HDFC Small Cap Fund regular growth possess lesser risk than most of the other schemes of the category as the standard deviation is lower than the benchmark and category’s average. Though the risk is high, the returns in the recent years are completely worth the risk as the risk to reward ratio is much better than the peers and index. The reason lies in the stock selection strategy as the stocks chosen by the fund manager in the mid and small-cap section provide high returns but are less volatile than others. Nearly 95% of the corpus is invested in mid and small-cap companies out of which 60-65% is generally invested in small-cap stocks.

Who Should Invest in HDFC Small Cap Growth Fund G?

HDFC Small Cap Fund G possesses high risk but can be worthy for a long-term investment. The investor needs to be patient and ready to tolerate heavy fluctuations in the short term. Although the fund has the ability to provide the highest of returns, it can also provide losses of up to 18-20% in the worst conditions which can even last for 3-4 years. The adequate tenure for investment should be 7 years or more for beneficial returns and the investor should be disciplined. Impulsive decisions regarding investment in HDFC Small cap Fund can be dangerous and harmful. Investors must check the suitability and goals before investing.

At MySIPonline, you can get the best in class support to invest in mutual funds from our financial experts which are highly experienced. They suggest schemes according to the suitability of the investors by checking the risk appetite, investment horizon, and various other aspects of investments.

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HDFC small cap fund is a great scheme if you can take the risk. This fund has provided me with the highest returns out of all the schemes in my portfolio. I am planning to stay invested for long term as the upcoming market is looking good for the small-cap stocks.
Ginni Kaur
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