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  • HDFC Mutual Funds
  • HDFC Small Cap Fund (RIDCW-A)

Formerly HDFC Small Cap DR

HDFC Mutual Funds

HDFC Small Cap Fund (RIDCW-A)

EquitySmall Cap

32.96

NAV (Oct 04)

14.2%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in small cap mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 13,797 Cr

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

View all 7 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

32.96

NAV (Oct 4)

Fund Returns

Last 1Y

2.3%

Last 3Y

25.4%

Last 5Y

14.2%

Last 10Y

17.5%

Since Inception

14.9%

6 Month CAGR

4.6%

Scheme Information

Investment 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..

Expense Ratio

1.74

Launched (14y ago)

Apr 03, 2008

AUM in Crores

13796.673

ISIN

INF179KA1SB7

Lock-in

No Lock-in

Benchmark

S&P BSE 250 SmallCap Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Priya Ranjan

Fund Manager

Chirag Setalvad

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-10-04

Top Stock Holdings

bajaj electricals ltd

4.9%
4.9%

sonata software ltd

4.2%
4.2%

bank of baroda

3.8%
3.8%

firstsource solutions ltd

3.7%
3.7%

treps - tri-party repo

3.1%
3.1%
See all holdings

Allocation by Sector

industrials

24.9%
24.9%

consumer cyclical

22%
22%

basic materials

12.3%
12.3%

technology

12.2%
12.2%

financial services

11.7%
11.7%
See all sectors

Compare HDFC Small Cap Fund (RIDCW-A)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 476,256 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    8.6%

    4.2%

    6%

    7.8%

    3.5%

    5.8%

    5.5%

    5.4%

    5.8%

    5.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    HDFC Small Cap Fund (RIDCW-A) Review

    HDFC Small Cap Fund (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 14.9% over a period of 14 years. The fund was previously known as HDFC Small Cap DR. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Chirag Setalvad, Priya Ranjan.

    Nav of HDFC Small Cap Fund (RIDCW-A) as of 10/4/2022 is ₹32.96 with the total AUM as of 10/5/2022 is ₹13796.673. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Small Cap Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 2.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Small Cap Fund (RIDCW-A).

    Frequently Asked Questions

    What is HDFC Small Cap Fund (RIDCW-A)?

    HDFC Small Cap Fund (RIDCW-A) is a Small Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in HDFC Small Cap Fund (RIDCW-A)?

    You can invest in HDFC Small Cap Fund (RIDCW-A) 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 (RIDCW-A)?

    The minimum sip amount for HDFC Small Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is HDFC Small Cap Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, HDFC Small Cap Fund (RIDCW-A) is a Not Recommended fund. You can investHDFC Small Cap Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the HDFC Small Cap Fund (RIDCW-A) is 1.74% for regular plan.