Comprehensive analysis of HDFC Small Cap Fund - Direct (IDCW) (16354) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HDFC Asset Management Company Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Fund manager experience
Market exposure level
Outperformance vs benchmark
Fund management costs
Recent performance momentum
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 5.99% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 8.93% |
| Firstsource Solutions Ltd | IT - Software | 5.12% |
| Aster DM Healthcare Ltd | Healthcare | 4.01% |
| eClerx Services Ltd | IT - Software | 3.91% |
| Gabriel India Ltd | Auto Ancillaries | 3.28% |
| Bank of Baroda | Banks | 3.06% |
| ERIS Lifesciences Ltd | Pharmaceuticals | 2.99% |
| Fortis Healthcare Ltd | Healthcare | 2.38% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 2.30% |
| Sudarshan Chemical Industries Ltd | Chemicals | 2.26% |
Compare against Small Cap Fund category average
This comparison shows how the fund performs relative to the Small Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Small Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Kotak Small Cap Fund - Direct (G) | ₹306.49 | 20.35% | -5.69% | 17.20% |
| Sundaram Small Cap Fund - Direct (G) | ₹283.60 | 24.41% | -2.76% | 21.09% |
| Quant Small Cap Fund - Direct (G) | ₹273.44 | 18.46% | -9.78% | 25.25% |
| Kotak Small Cap Fund (G) | ₹260.83 | 19.68% | -6.75% | 15.80% |
| Sundaram Small Cap Fund (G) | ₹255.83 | 23.74% | -3.80% | 19.76% |
| Quant Small Cap Fund - (G) | ₹251.40 | 17.91% | -10.62% | 23.94% |
| DSP Small Cap Fund - Direct (G) | ₹215.77 | 26.23% | -1.41% | 21.46% |
| Quant Small Cap Fund - Direct (IDCW) | ₹213.75 | 18.45% | -9.78% | 25.26% |
| Quant Small Cap Fund - (IDCW) | ₹199.93 | 17.91% | -10.62% | 23.97% |
| SBI Small Cap Fund - Direct (G) | ₹197.69 | 18.67% | -5.52% | 16.12% |
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