HDFC Small Cap Fund - Growth Option

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Category: Equity: Small Cap
Launch Date: 05-04-2008
Asset Class: Equity
Benchmark: NIFTY SMALLCAP 100 TRI
Expense Ratio: 1.83% As on (31-10-2021)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13,182.1 Cr As on (31-10-2021)
Turn over: 6.19

NAV as on 03-12-2021

73.416 0.38 (0.5121%)

CAGR Since Inception

15.69%

NIFTY SMALLCAP 100 TRI 13.3%

PERFORMANCE of HDFC Small Cap Fund - Growth Option

Scheme Performance (%) Data as on - 03-12-2021

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HDFC Small Cap Fund - Growth Option	68.1	20.47	20.19	18.87	15.69
NIFTY SMALLCAP 100 TRI	63.64	21.2	14.86	14.76	13.3
Equity: Small Cap	67.33	26.66	19.37	20.53	24.01

Yearly Performance (%)

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Fund Managers

Chirag Setalvad,Sankalp Baid

Investment Objective

The scheme aims to provide long term capital appreciation by investing predominantly in Small cap and Mid cap companies.

RETURNS CALCULATOR for HDFC Small Cap Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of HDFC Small Cap Fund - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
HDFC Small Cap Fund - Growth Option	15.29	0.222	6.55	0.65	-	-
Equity: Small Cap	-	-	-	-	-	-

PEER COMPARISION of HDFC Small Cap Fund - Growth Option

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Period

Data as on - 03-12-2021

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
HDFC Small Cap Fund - Growth Option	05-04-2008	68.1	38.39	20.47	20.19	18.87
Quant Small Cap Fund - Growth - Regular Plan	24-11-1996	91.64	79.24	35.87	21.49	15.71
Principal Small Cap Fund - Regular Plan - Growth Option	05-05-2019	79.78	54.35	0.0	0.0	0.0
Kotak-Small Cap Fund - Growth	24-02-2005	76.42	52.51	34.67	23.0	22.25
L&T Emerging Businesses Fund - Regular Plan - Growth	11-05-2014	75.21	39.49	21.78	20.39	0.0
Nippon India Small Cap Fund - Growth Plan - Growth Option	05-09-2010	74.66	47.99	28.17	23.3	25.76
Canara Robeco Small Cap Fund - Regular Plan - Growth Option	05-02-2019	74.17	54.71	0.0	0.0	0.0
Tata Small Cap Fund-Regular Plan-Growth	02-11-2018	72.78	43.26	29.08	0.0	0.0
IDBI Small Cap Fund Growth Regular	15-06-2017	72.69	39.94	23.24	0.0	0.0
BOI AXA Small Cap Fund Regular Plan Growth	12-12-2018	72.61	60.25	0.0	0.0	0.0

PORTFOLIO ANALYSIS of HDFC Small Cap Fund - Growth Option

Asset Allocation (%)