HDFC Small Cap Fund Consistent Scheme in The Adventuous Category
HDFC Small Cap Fund • It is a mutual fund that invests predominantly in small-cap companies. • HDFC Small Cap Fund can provide highest gains in long term. • It has a high risk factor but the returns are also high. • HDFC Small Cap Fund has impressive ratings and is one of the best schemes in the small-cap category. • It is an open-ended scheme. • It has least expense ratio in the small cap category.
Reasons to Invest in HDFC Small Cap Fund It is Provided by largest fund house in India; HDFC Mutual Fund
It is a top rated scheme with phenomenal track record
The risk vs reward ratio of HDFC Small Cap Fund is Best in the Category
It has highest AUM in the category and is chosen by thouands of investors
Benefits of investing in Small-cap Funds
Highest Growth Potential
Monthly Investment
Professional Management
Diversified Portfolio
HDFC Small Cap Fund Details Category:
Equity: Small Cap
Assets:
Rs 8,403 crore (As on May 31, 2019)
Expense:
1.94% (As on May 31, 2019)
Fund House:
HDFC Mutual Fund
Launch Date:
3-Apr-08
Benchmark:
NIFTY Smallcap 100 TRI
Type:
Open-ended
Exit Load (%)
1% for redemption within 365 days
Investment Strategy • The fund manager selects growth oriented stocks at reasonable price. • The investment style is a blend of growth and value investing. • HDFC Small Cap Fund has higher allocation in mid-cap stocks compared to peers. • Around 5-12% of the corpus is also invested in liquid fixed income securities to control volatility. • The portfolio of the fund is well-diversified with overweight on financial and services sector.
Market Allocation
6.15
50.52 42.99
Large (%)
Mid (%)
Small (%)
Fund Manager
Mr Amar Kalkundrikar (B.Com, CA, CFA, MBA)
Mr Chirag Setalvad (B.Sc, MBA)
• The equity investments of HDFC Small Cap Fund are handled by Mr Chirag Setalvad while Mr Amar Kalkundrikar manages investments in debt securities. • Both the fund managers are highly qualified from prestigious institutions. • They have more than 15 years of experience in the asset management business.
Past Performance YTD
3-Month
1-Year
3-Year
5-Year
10-Year
Fund
0.86
-2.90
-6.83
16.53
15.35
15.95
S&P BSE Small Cap TRI
-0.89
-2.41
-14.04
9.36
8.76
10.58
Category
1.63
-0.69
-8.69
10.35
14.41
15.57
• The returns of HDFC Small Cap Fund have been more consistent than peers. • The trailing returns of last 3 years are highest in the small-cap category. • Due to better returns at moderate risk, it has the best risk to reward ratios. • It has the ability to provide highest returns if the market supports the small-cap industries.
Who Should Invest? • HDFC Small Cap Fund is ideal for the adventurous investors who enjoy taking high risk for higher returns in the long term. • Those who want to invest must have investment objective of more than 7 years. • The fund can be the most beneficial choice for long term investments.
• Those who invest in direct equities of small-cap companies can consider investing in HDFC Small Cap Fund. • Due to high risk, it is advisable to take the assistance of a financial expert regarding
investments.
Ride the Rollercoaster Full of Fortunes
Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 12-6-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.