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.
S&P BSE 200
Scheme AUM (in Crs.)
AMC AUM (in Crs.)
Min Addition Subscription
NAV as on 2019-01-18
The HDFC Small Cap Fund outperforms its benchmark within one year of investment. The optimal investment horizon for this fund is 3 years or more as it outperforms its benchmark and category by considerable margins. The fund has consistently outperformed its category and benchmark since 2017. A category average beta of 0.76 and a higher-than-category alpha of 8.62 demonstrates the capacity of the HDFC Small Cap Fund to provide its investors with higher-than-category returns while mitigating volatility risks. The HDFC Small Cap Fund saw its last fund manager change in June 2014.
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.