1 Year Return
as 17th Jan 2020
Min. SIP Amount
Profit (absolute return)
Min Lumpsum Amount
1.00% if redeemed within 12 months.
|Fund Managers||Chirag Setalvad, Chirag Dagli|
|Legal Structure||Open Ended Investment Company|
|Risk Level||Moderately High risk|
|Treps - Tri-Party Repo||9.33%|
|NIIT Technologies Ltd||3.32%|
|Sonata Software Ltd||2.97%|
|INOX Leisure Ltd||2.73%|
|DCB Bank Ltd||2.58%|
Currently, the investment objective of this fund is to provide long-term capital appreciation & income by pre-dominantly investing in smallcap companies. The minimum initial investment is INR 5,000 & subsequent additional purchases are accepted in INR 500.
As Below: The fund has performed well in small-cap category over the last 3-year horizon. This scheme has been ranked number 1 in small-cap fund category by CRISIL for quarter ending September 2018 dated 30th which is not changed from last quarter.
Launch Date: The fund was launched in 2008 on 3rd April & was known as Morgan Stanley A.C.E. Fund across market caps. It was renamed as HDFC Smallcap and Midcap Fund post-acquisition of Morgan Stanley’s schemes by HDFC in 2014. In September 2016, the investment strategy of the fund underwent another change and was renamed as HDFC smallcap fund. Redemption: The proceedings are dispatched within 10 working days from the requested receipt. The exit load is charged if the redemption(s) is requested within 12 months of purchase. Risk-level: The risk level of this fund is moderately high-risk & suitable for investors who are seeking for capital growth over long-period. Entry & Exit Load: Redemptions are dispatched within 10 working days from the requested receipt date. However, exit load is charged if the redemptions are requested in the period of 12 months of purchase. Fund Manager: This scheme is managed by Chirag Setalvad since 25th June 2014.
HDFC mutual fund has left no stone un-turned to cater the needs to its investors from the walks of life. Be it tax-saving or any financial goal – short-term, long-term or retirement – HDFC have got you covered. Most of their products have CRISIL ratings of 3 and above.