Small cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
The fund has been a Category Leader on the Fund Size metric
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Dec 7)
6 Month CAGR
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.
Launched (15y ago)
Apr 03, 2008
AUM in Crores
S&P BSE 250 SmallCap Index TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HDFC Small Cap Fund (Growth)||12,95,811||5,63,199||22.3%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,693 cr
₹ 11,883 cr
₹ 17,531 cr
₹ 10,816 cr
₹ 9,101 cr
HDFC Asset Management Company Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
HDFC Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 16.7% over a period of 15 years. The fund was previously known as Morgan Stanley A.C.E Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Chirag Setalvad, Dhruv Muchhal, Priya Ranjan.
Nav of HDFC Small Cap Fund (G) as of 12/7/2023 is ₹112.61 with the total AUM as of 12/8/2023 is ₹23183.597. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Small Cap Fund (G) was launched on Apr 03, 2008. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 SmallCap Index TR INR.
HDFC Small Cap Fund (G) is rated as a 2 fund in Equity and delivered 39% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Small Cap Fund (G).
What is HDFC Small Cap Fund (G)?
How to invest in HDFC Small Cap Fund (G)?
You can invest in HDFC Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Small Cap Fund (G)?
The minimum sip amount for HDFC Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Small Cap Fund (G) good to invest in?
As per Scripbox experts, HDFC Small Cap Fund (G) is a Neutral fund. You can investHDFC Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Small Cap Fund (G)?
The expense ratio of the HDFC Small Cap Fund (G) is 1.65% for regular plan.