HDFC Small Cap Fund Growth
Medium
Risk
Equity
Small Cap Fund
+
30.81
%
30.81
%
3Y annualised
+
0.34
%
0.34
%
1D
1M
6M
1Y
3Y
All
Fund size
28599
NAV:
Mar 7, 2024
119.732
Sector
Tech
Type
Equity
Launched
Apr 2008
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Sonata Software Ltd
5.28
%
Firstsource Solutions Ltd
4.09
%
Bank of Baroda
3.98
%
eClerx Services Ltd
3.11
%
Aster DM Healthcare Ltd Ordinary Shares
2.91
%
Great Eastern Shipping Co Ltd
2.25
%
Equitas Small Finance Bank Ltd Ordinary Shares
2.11
%
Power Mech Projects Ltd
2.08
%
Bajaj Electricals Ltd
2.05
%
IDFC Ltd
1.97
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HDFC Small Cap Fund Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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