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Asset Size:7660Cr
Expense Ratio:2.06%
Fund Manager(s):Chirag Setalvad,Rakesh Vyas,
5year Returns:16.31%

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HDFC Small Cap Fund Growth

HDFC       

Equity
Small-Cap

Nav : 42.242 ( 0.14%) May 22nd, 2019

People currently viewing this : 1

Rank (of 245)

21

Annualized Returns(5 yrs)

16.31%

Investment Horizon

>5 Yr

Doubled Money

4yrs 8m

Returns since April 3rd, 2008

13.82%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

1.3Cr

Projected Maturity Amount

1.9Cr

HDFC     

Equity
Small-Cap

Nav : 42.242 ( 0.14%) May 22nd, 2019

People currently viewing this : 1

Upwardly's Take :

This fund has higher ups and downs (volatility) than other equity funds but can yield much better returns. Invest in this fund for an investment horizon of at least 5 years to give best results.

Ideal for long term goals like retirement, kids' education, seed fund for own startup. Don't look at returns of these funds in the short-term.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

1.3Cr

Projected Maturity Amount

1.9Cr

Rank (of 245)

21

Annualized Returns(5 yrs)

16.31%

Investment Horizon

>5 Yr

Doubled Money

4yrs 8m

Returns since April 3rd, 2008

13.82%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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..

Basic Details
Fund House
HDFC
Launch Date
April 3rd, 2008
Expense Ratio
2.06%
Fund Category Risk
High
Std Dev (1Yr)
17.253
Std Dev (3Yr)
15.574
Std Dev (5Yr)
16.18
Asset Size
7660Cr
Investment Details
Investment Plan
Growth
Return since Launch
13.82 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Phone No.
+91 22 66316333