- Mutual Funds
- HDFC Mutual Funds
- HDFC Small Cap Fund (Growth)
Formerly Morgan Stanley A.C.E Gr
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 90.051
NAV (Jun 5)
Fund Returns
Last 1Y | 33.5% |
Last 3Y | 42.7% |
Last 5Y | 15.4% |
Last 10Y | 19.4% |
Since Inception | 15.6% |
6 Month CAGR | 10.9% |
Scheme 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.
Expense Ratio | 1.71 |
Launched (15y ago) | Apr 03, 2008 |
AUM in Crores | 14962.631 |
ISIN | INF179KA1RZ8 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 250 SmallCap Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 18.8 |
Standard Deviation (5yr) | 24.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.936 |
Sharpe Ratio (5yr) | 0.465 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Small Cap Fund (Growth) | 10,75,750 | 3,43,138 | 15.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
sonata software ltd shs dematerialised
5%reverse repo
4.5%bank of baroda
4.4%treps - tri-party repo
4%bajaj electricals ltd
3.8%Allocation by Sector
industrials
26.7%consumer cyclical
19.8%financial services
13.6%technology
12.6%basic materials
8.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.2% | 5.4% | ||
30.7% | 12.1% | ||
5.8% | 7.8% | ||
4% | 5.8% | ||
9.3% | 6.2% |
HDFC Small Cap Fund (G) Review
HDFC Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 15.6% 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, Priya Ranjan.
Nav of HDFC Small Cap Fund (G) as of 6/5/2023 is ₹90.05 with the total AUM as of 6/6/2023 is ₹14962.631. 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 33.5% 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).
Frequently Asked Questions
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 1.71% for regular plan.