The HDFC Small Cap Fund is an actively managed equity mutual fund that carries a small-cap bias. The fund seeks to provide its investors high long-term capital appreciation through investments in equity and equity-related instruments of small-cap companies that have the potential to become tomorrow's market leaders. This fund operates in the relatively volatile, small-cap market segment of the market and, therefore, investors in this fund should expect high fluctuations in returns over the short term and have a high capacity for risk.
|Benchmark Type||S&P BSE 200|
|Min subscription||₹ 5,000|
|Scheme AUM (in Crs.)||₹ 8,209|
|AMC AUM (in Crs.)||₹ 3,42,291|
|Min Addition Subscription||₹ 1,000|
|Fund||Min SIP Inv.||Min Inv.||Returns 3Y|
The HDFC Small Cap Fund invests the majority of its corpus in equity and equity related instruments of small-cap companies across market sectors. The average investment in small-cap company stocks is around 50%. The company also invests heavily in mid-cap stocks, with an average investment of approximately 35%. The fund invests the residual amount of approximately 15% in large-cap stocks, debt, and other money market instruments. The fund currently invests heavily in the Services, Chemicals, Engineering, and Finance sectors of the Indian economy.
|Net Current Assets||Cash||12|
|NIIT Technologies Ltd||Equity||4|
|DCB Bank Ltd||Equity||3|
|Sonata Software Ltd||Equity||3|
|Chambal Fertilisers & Chemicals Ltd||Equity||3|
|Aurobindo Pharma Ltd||Equity||2|
|Balkrishna Industries Ltd||Equity||2|
|Bajaj Electricals Ltd||Equity||2|
|Firstsource Solutions Ltd||Equity||2|
|KEI Industries Ltd||Equity||2|
|Bond - Corporate Bond||2|
|Alternatives - Private Equity||2|
|Cash - Commercial Paper||1|
|Banks - Regional - Asia||11|
|Information Technology Services||10|
|Engineering & Construction||7|
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..
The HDFC Small Cap Fund is suitable for investors that have a high-risk appetite and are seeking long-term capital appreciation through investments in equity and equity related instruments. The ideal investment horizon for this fund is at least 3 years.
The fund originally an all cap fund (Morgan Stanley ACE) had been narrowed down to Small and Midcap and now to HDFC Small Cap. The fund has been managed by one of the best managers in the Mid and Small Cap segment - Chirag Satalvad whose stock selection ability has resulted in placing it in the top most funds since his joining in spite of a hefty AUM with more than 3000 crores.
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