HDFC Small Cap Fund - Direct Growth Plan

HDFC Small Cap Fund - Direct Growth Plan of HDFC Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 5.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.66

Age

NA Years

Fund Manager

Chirag Setalvad

AuM (Rs Crores)

4947.8342

Asset Class

Mid-Small Cap

Net Asset Value:

44.863

Rating

5

Exit Load

0.01

Benchmark

Nifty Free Float Smallcap 100 TRI,S&P BSE 200

Fund Type

Mid & Small cap

SEBI Category

Small Cap Fund

Turnover Ratio(Monthly)

21.89%

Fund Manager Details:

Chirag Setalvad B.Sc., in Business Administration from University of North Carolina. Collectively over 14 years of experience, of which over 11 years in Fund Management and Equity Research and 3 years in investment banking. His previous employment was with new Vernon Advisory Services Pvt Ltd (Oct 24 to - February 27), HDFC AMC (July 2 to August 24) and ING Barings N.V (Sep 1996 to June 2)

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.

Top Holdings:

  • IT - Software (1.3)
  • Chemicals (9.56)
  • Banks (7.6)
  • Pharmaceuticals (6.23)
  • Capital Goods-Non Electrical Equipment (4.47)
  • Plastic products (4.1)
  • Hotels & Restaurants (4.)
  • Media - Print/Television/Radio (3.7)
  • Auto Ancillaries (3.49)
  • Fertilizers (3.17)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition