HDFC Small Cap (Equity, Small Cap)

Moderately High
10 yrs 11 monthsStarted on:03 Apr 2008
₹ 6163.89 Cras on: 15 Feb 2019
Long Term Horizon
2.18%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.

Exit Load

Exit Load: In respect of each purchase/switch in of units, an Exit load of 1.00% is payable if units are redeemed/switched out within 1 year from the date of allotment . No Exit load is payable if units are redeemed/switched out After 1 year from the date of allotment

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR13.37
3 YR19.05

SIP Returns

TenureReturns (CAGR)
3 YR7.47
5 YR12.03
10 YR15.11

Portfolio

Company Name% Assets
Aurobindo Pharma Ltd.4.13
NIIT Technologies Ltd.4
Chambal Fertilisers & Chemicals Ltd.3.63
Balkrishna Industries Ltd.2.96
Sonata Software Ltd.2.84
Sharda Cropchem Ltd.2.78
Indian Bank2.58
NRB Bearings Ltd.2.57
Firstsource Solutions Ltd.2.37
SKF India Ltd.2.2

Top Sectoral Holdings

Sector Name% Assets
Services16.31
Chemicals15.71
Engineering10.63
Financial9.52
Automobile7.91
Technology7.61
Construction4.89
Healthcare4.72
Metals4.29
FMCG3.78

Indicators

LabelValue
Portfolio turnover ratio16.92
Standard Deviation17.6%
Beta0.65%
Sharpe Ratio0.68

Chirag Setalvad,Amar Kalkundrikar

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.

Other Funds Managed by Chirag Setalvad,Amar Kalkundrikar