<p>Edelweiss Small Cap Fund from the house of Edelweiss Mutual Funds reviewed in detail. The Edelweiss Small Cap Fund will invest in small cap companies and will use the bottom-up approach for stock selection. The fund has an investment objective to generate long-term capital growth by investing its assets in equity and equity-related stocks of small cap companies. The minimum application amount is Rs.5,000 and the minimum additional amount is Rs.500. The fund manager of Edelweiss Small Cap Fund is Mr. Harshad Patwardhan.</p>

edelweiss-small-cap-fund-regular-plan-growth

Vidhi Tuteja

quant-small-cap-fund-growth-regular-plan

<h2>About Axis Small Cap Fund</h2><p>Axis Small Cap Fund is an open-ended equity scheme primarily investing in the stocks of small-cap companies.</p><h3>Investment Objective</h3><p>The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in a diversified portfolio of equity &amp; equity-related securities of small-cap companies.</p><figure class="image"><img src="https://lh6.googleusercontent.com/ozsaDwIhVt5hUwdqSXBiZMkX_4JQ3uibOWO3yyXt5UQDeE4eivsXCC3q3S7iYXIag-Nyw4VDrupQI6JuNzLLiUZmJOd_ic-xmnGeq45uwAv8epRHmm6apBbKNhBXUgUSrRa2Dewow6bM0dILvpko4n1E_qAL-ERai6h8AI48Jr94zrX8oFUXYwb9walt" alt="Axis Small Cap Regular Growth Fund"></figure><h3>Benchmark</h3><p>The Benchmark of the scheme is NIFTY Smallcap 100 TRI Index.</p><h3>Investment Details</h3><figure class="table"><table><tbody><tr><td><strong>Particulars</strong></td><td><strong>Minimum Amount</strong></td></tr><tr><td>Minimum Application Amount</td><td>Rs.5,000 &amp; in multiples of Rs.1 thereafter</td></tr><tr><td>Minimum Additional Investment</td><td>Rs.100 &amp; in multiples of Rs.1 thereafter</td></tr></tbody></table></figure><h3>SIP Details</h3><figure class="table"><table><tbody><tr><td><strong>Type</strong></td><td><strong>Minimum Amount</strong></td><td><strong>Minimum Installments</strong></td></tr><tr><td>Monthly</td><td>Rs.1,000 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr><tr><td>Yearly</td><td>Rs.12,000 &amp; in multiples of Rs.1 thereafter</td><td>3</td></tr></tbody></table></figure><h3>Loads</h3><p><strong>Entry Load:</strong> Nil</p><p><strong>Exit Load:</strong></p><p>If units are redeemed or switched out within 1 year:</p><ul><li>Upto 10% of units - Nil</li><li>Remaining units - 1%</li></ul><p>If units are redeemed or switched out after 1 year - Nil</p><h3>Suitability</h3><p>Axis Smallcap Fund is suitable for investors with a high-risk appetite and looking to invest for a period of 7 years &amp; above.</p><h3>Taxation:</h3><p>As the fund predominantly invests in equity securities, Axis Smallcap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:</p><ul><li>If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.</li><li>If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.</li></ul><h2>Axis Smallcap Fund’s Asset Allocation</h2><p>Under normal conditions, the pattern of asset allocation is as follows:</p><figure class="table"><table><tbody><tr><td>Assets</td><td>Minimum indicative allocation (% of total assets)</td><td>Maximum indicative allocation (% of total assets)</td><td>Risk Profile</td></tr><tr><td>Equity &amp; Equity related securities of small-cap companies&nbsp;</td><td>65</td><td>100</td><td>High&nbsp;</td></tr><tr><td>Equity &amp; Equity related securities of other companies&nbsp;</td><td>0</td><td>35</td><td>High</td></tr><tr><td>Debt &amp; Money market instruments</td><td>0</td><td>35</td><td>Low to Moderate</td></tr></tbody></table></figure><h2>Who should invest ?</h2><p>Small-cap funds are those equity mutual funds that invest in equity &amp; equity-related securities of the companies beyond the top 250 companies in terms of market capitalization.&nbsp;</p><p>These companies have small market shares, but aim to come out with innovative products which could disrupt the market through their qualitative offerings. These stocks carry the potential to become midcaps and later, large-caps by gaining market share over time.</p><p>Investments in Axis Smallcap Fund can be made by investors who want to invest in startups or small businesses having the potential to deliver good returns over longer periods. The small size of the underlying holdings makes investments in these funds relatively risky &amp; more volatile as compared to investments in other equity fund categories.</p><p>Investors with a high-risk appetite looking to invest in equity funds for a long investment horizon could consider investments in this fund. The fund can be a good investment for a diversified equity portfolio.</p><h3>Eligibility - Who can invest ?&nbsp;</h3><p>The following people are eligible to invest in this scheme:</p><ul><li>Indian Resident Adults (single holder or on a joint basis)</li><li>Hindu Undivided Family</li><li>Partnership entities</li><li>Limited Liability Partnership units</li><li>Minor through parent or a legal guardian</li><li>Sole Proprietor</li><li>Corporates, PSUs &amp; others.</li><li>NRIs/POIs/OCIs</li><li>Banks &amp; Financial Institutions</li><li>Religious &amp; Charitable Trusts</li><li>Defense &amp; paramilitary units</li><li>Foreign Portfolio Investors</li><li>Pension/Provident/Gratuity Funds</li><li>Trustee, AMCs or Sponsors</li><li>Other schemes of Axis or other mutual funds</li><li>Alternative Investment Funds</li><li>Others</li></ul><h4>How to invest in Axis Small Cap Fund ?</h4><p>You can invest in Axis Small Cap Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.</p><h4>Frequently Asked Questions about Axis Small Cap Fund Regular Growth</h4><p>Q. What is the expense ratio for Axis Small Cap Fund Regular Growth ?&nbsp;</p><p>A. The expense ratio for Axis Small Cap Fund Regular Growth is 1.91 percent as on 24th September 2022. This is the fee that the mutual fund company (Axis Mutual Fund in this case) charges investors towards the management of the mutual fund scheme. It is a percentage of your investment in the fund.&nbsp;</p><p>Q. What are Axis Small Cap Fund Regular Growth scheme’s three and five year returns ?&nbsp;</p><p>A. Axis Small Cap Fund Regular Growth scheme has given investors 3-year returns of 27.3 percent and 5-year returns of 19.7 percent.&nbsp;</p><p>Q. Is there any lock-in period for Axis Small Cap Fund Regular Growth ?&nbsp;</p><p>A. No, there is no lock-in period. You can easily sell your mutual fund units at any time. However, an exit load may apply.&nbsp;</p><p>Q. What is the AUM for Axis Small Cap Fund Regular Growth?</p><p>A. Total assets under management (AUM) or fund size for Axis Small Cap Fund Regular Growth is INR 10435.9 crores.</p><p>Q. Can I start an SIP in Axis Small Cap Fund Regular Growth?</p><p>A. Yes, you can easily start an Axis Small Cap Fund Regular Growth SIP with just INR 1000 per month.&nbsp;&nbsp;</p><p>Q. What is the minimum amount for lump sum investment in Axis Small Cap Fund?&nbsp;</p><p>A. The minimum amount for the initial lump sum investment in Axis Small Cap Fund is INR 5000. However, you can make additional lump sum investments of INR 100 and in multiples of 1 thereafter.</p><p><strong>More Axis Mutual Funds:</strong></p><p><a href="https://zfunds.in/mutual-funds/axis-bluechip-fund-regular-plan-growth">Axis Bluechip Fund</a><br><a href="https://zfunds.in/mutual-funds/axis-multicap-fund-regular-plan-growth">Axis Multicap Fund Regular Plan</a><br><a href="https://zfunds.in/mutual-funds/axis-small-cap-fund-regular-plan-growth">Axis Small Cap Fund Regular Plan</a><br><a href="https://zfunds.in/mutual-funds/axis-focused-25-fund-regular-plan-growth-option">Axis Focused 25 Fund</a><br><a href="https://zfunds.in/mutual-funds/axis-long-term-equity-fund-regular-plan-growth">Axis Long Term Equity Fund</a><br><a href="https://zfunds.in/mutual-funds/axis-liquid-fund-regular-plan-growth-option">Axis Liquid Fund Growth</a><br><a href="https://zfunds.in/mutual-funds/axis-equity-hybrid-fund-regular-plan-growth-option">Axis Equity Hybrid Fund</a><br>&nbsp;</p>

Axis Small Cap Fund (Direct and Regular) Growth is an equity mutual fund scheme from Axis fund. Zfunds provides an overview, including returns, latest NAV, ratings etc.

axis-small-cap-fund-regular-plan-growth

Axis Small Cap Fund Regular Growth NAV | Axis Small Cap fund Divided

<h3>Nippon India Small Cap Fund</h3><p>It is an open-ended equity scheme which primarily invests in small cap funds. The main objective of Nippon India Small Cap Fund is to create long-term wealth through investments in the equity of small cap companies. For the purpose of the fund, small cap companies are defined as the stocks below the top 250 companies in India in terms of market capitalization. The secondary goal of this scheme is to provide investors consistent returns through investments in money market securities and debt. The fund was launched on 16th September 2010.&nbsp;</p><figure class="image"><img src="https://lh4.googleusercontent.com/vAUQcahIHl77cob6nlhL9Yj7Zs4Ig4Hez5QTiU5JhFs1dwRTiz0WWqRQeczLf7iwTfCsDIvGHV7x9BEbzIceuhWZAr5Lw1Z_R0YI1chtclguiqKMo9EM2oNzh_hVgqQdkkf-c31AXt8Y9RSOmcL4bcYJF-VlaHuArodYYin5429RPufRy8SVXhsttBo" alt="Nippon India Small Cap Fund Regular Growth"></figure><h3>Investment Philosophy</h3><p>Small cap companies have huge growth potential with relatively low valuation as compared to mid-cap and large-cap companies. Nippon India Small Cap Fund aims to invest in growth businesses of reasonable size, rational valuation, and high-quality management capable of taking the business to new heights.&nbsp;</p><h3>Entry and Exit Load</h3><p>Entry load is not applicable in the case of Nippon India <a href="https://zfunds.in/m/small-cap-funds">Small Cap Fund</a>. However, an exit load of one per cent is applicable in case an investor chooses to redeem or switch out of the scheme within one month from the date of allotment of mutual fund units.&nbsp;</p><h3>Minimum Investment Requirement</h3><p>You can choose to invest in <a href="https://zfunds.in/mutual-funds/nippon-india-small-cap-fund-growth-plan-growth-option">Nippon India Small Cap Fund</a> in a lump sum amount or through SIP (systematic investment plan). The first lump sum investment must be at least INR 5000, while the subsequent lump sum investments can start from INR 1000. Moreover, you can start your SIP in Nippon India Small Cap Fund for as low as INR 100 per month.&nbsp;</p><h3>Fund Manager&nbsp;</h3><p>The fund has been managed by Mr. Samir Rachh since January 2017.&nbsp;</p><h4>Other Funds by Nippon India Mutual Fund</h4><p>Nippon India Consumption Fund – Growth Plan – Growth Option&nbsp;</p><p>Nippon India Pharma Fund – Growth Plan – Growth Option&nbsp;</p><p>Nippon India Growth Fund – Growth Plan – Growth Option&nbsp;</p><p>Nippon India Focused Equity Fund – Growth Plan – Growth Option&nbsp;</p><p>Nippon India Value Fund – Growth Plan&nbsp;</p><p>Nippon India Large Cap Fund – Growth Plan – Growth Option</p><p>Nippon India Index Fund – NIFTY 50 Plan – Growth Plan – Growth Option</p><p>Frequently Asked Questions about Nippon India Small Cap Fund</p><p><strong>Q. How can I invest in Nippon India Small Cap Fund ?&nbsp;</strong></p><p>A. The process of investing in Nippon India Small Cap Fund on ZFunds is extremely simple and just takes a few minutes.&nbsp;</p><ul><li>Create your account/sign in on ZFunds.&nbsp;</li><li>Search for Nippon India Small Cap Fund.&nbsp;</li><li>Invest a lump sum amount of INR 500 or start an SIP with just INR 100.&nbsp;</li></ul><p><strong>Q. What is the expense ratio and how much is it for Nippon India Small Cap Fund ?</strong></p><p>A. The expense ratio are the annual charges an investor needs to pay towards the management of the fund. It is different for all mutual funds. The expense ratio for Nippon India Small Cap Fund as on 24th September 2022 is 1.82 per cent.&nbsp;</p><p><strong>Q. What is the fund size for Nippon India Small Cap Fund ?</strong></p><p>The fund size or AUM (assets under management) for Nippon India Small Cap Fund as on 24th September 2022 is INR 21655.1 crores.</p><p><strong>Q. Is there any lock-in period for Nippon India Small Cap Fund ?&nbsp;</strong></p><p>A. No, there is no lock-in period for Nippon India Small Cap Fund, and an investor can redeem his or her investment at any point. However, in case you choose to switch out or redeem your investment within one month of the date of allocation of mutual fund units, then an exit load of one percent is chargeable.</p>

Nippon India Small Cap Fund (Direct and Regular) Growth is an equity mutual fund scheme from Nippon India. Zfunds provides an overview, including returns, latest NAV, ratings etc.

nippon-india-small-cap-fund-growth-plan-growth-option

Nippon India Small Cap Fund Regular Growth | Nippon India Small Cap Fund NAV

kotak-small-cap-fund-growth

<h2>About SBI Small Cap Fund</h2><p>SBI Smallcap Fund is an open-ended equity scheme primarily investing in the stocks of small-cap companies.</p><h3>Investment Objective</h3><p>The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in a diversified portfolio of equity &amp; equity-related securities of small-cap companies.</p><h3>Benchmark</h3><p>The Benchmark of the scheme is S&amp;P BSE Small Cap Index TRI.</p><h3>Investment Details</h3><figure class="table"><table><tbody><tr><td><strong>Particulars</strong></td><td><strong>Minimum Amount</strong></td></tr><tr><td>Minimum Application Amount</td><td>Rs.5,000 &amp; in multiples of Rs.1 thereafter</td></tr><tr><td>Minimum Additional Investment</td><td>Rs.1000 &amp; in multiples of Rs.1 thereafter</td></tr></tbody></table></figure><h3>SIP Details</h3><figure class="table"><table><tbody><tr><td><strong>Type</strong></td><td><strong>Minimum Amount</strong></td><td><strong>Minimum Installments</strong></td></tr><tr><td>Weekly</td><td>Rs.1,000 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr><tr><td rowspan="2">Monthly</td><td>Rs.1,000 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr><tr><td>Rs.500 &amp; in multiples of Rs.1 thereafter</td><td>12</td></tr><tr><td>Quarterly</td><td>Rs.1,500 &amp; in multiples of Rs.1 thereafter</td><td>4</td></tr><tr><td>Semi-Annual</td><td>Rs.3,000 &amp; in multiples of Rs.1 thereafter</td><td>4</td></tr><tr><td>Yearly</td><td>Rs.5,000 &amp; in multiples of Rs.1 thereafter</td><td>4</td></tr></tbody></table></figure><h2>Loads</h2><p>Entry Load: Nil</p><p>Exit Load:</p><p>If units are redeemed or switched out within 1 year - 1%</p><p>If units are redeemed or switched out after 1 year - Nil</p><h3>Suitability</h3><p>SBI Smallcap Fund is suitable for investors with a high-risk appetite and looking to invest for a period of 7 years &amp; above.</p><p>Taxation:</p><p>As the fund predominantly invests in equity securities, Axis Bluechip Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:</p><ul><li>If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.</li><li>If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.</li></ul><h2>SBI Smallcap Fund’s Asset Allocation</h2><p>Under normal conditions, the pattern of asset allocation is as follows:</p><figure class="table"><table><tbody><tr><td><strong>Assets</strong></td><td><strong>Minimum indicative allocation (% of total assets)</strong></td><td><strong>Maximum indicative allocation (% of total assets)</strong></td><td><strong>Risk Profile</strong></td></tr><tr><td>Equity &amp; Equity related securities of small-cap companies&nbsp;</td><td>65</td><td>100</td><td>High&nbsp;</td></tr><tr><td>Equity &amp; Equity related securities of other companies&nbsp;</td><td>0</td><td>35</td><td>High</td></tr><tr><td>Debt instruments</td><td>0</td><td>20</td><td>Moderate</td></tr><tr><td>Money market instruments</td><td>0</td><td>20</td><td>Low</td></tr><tr><td>REITs &amp; InVITs</td><td>0</td><td>10</td><td>Moderate to High</td></tr></tbody></table></figure><h2>Who should invest in SBI Small Cap Funds?</h2><p>Small cap funds are those equity mutual funds that invest in equity &amp; equity-related securities of the companies beyond the top 250 companies in terms of market capitalization.&nbsp;</p><p>These companies have small market shares, but aim to come out with innovative products which could disrupt the market through their qualitative offerings. These stocks carry the potential to become midcaps and later, large-caps by gaining market share over time.</p><p>Investments in SBI Bluechip Fund can be made by investors who want to invest in startups or small businesses having the potential to deliver good returns over longer periods. The small size of the underlying holdings makes investments in these funds relatively risky &amp; more volatile as compared to investments in other equity fund categories.</p><p>Investors with high risk appetite looking to invest in equity funds for a long investment horizon could consider investments in this fund. The fund can be a good investment for a diversified equity portfolio.</p><h3>Eligibility - Who can invest?&nbsp;</h3><p>The following people are eligible to invest in this scheme:</p><ul><li>Indian Resident Adults (single holder or on a joint basis)</li><li>Hindu Undivided Family</li><li>Partnership entities</li><li>Limited Liability Partnership units</li><li>Minor through parent or a legal guardian</li><li>Sole Proprietor</li><li>Corporates, PSUs &amp; others.</li><li>NRIs/POIs/OCIs</li><li>Banks &amp; Financial Institutions</li><li>Religious &amp; Charitable Trusts</li><li>Defense &amp; paramilitary units</li><li>Foreign Portfolio Investors</li><li>Pension/Provident/Gratuity Funds</li><li>Trustee, AMCs or Sponsors</li><li>Other schemes of Axis or other mutual funds</li><li>Alternative Investment Funds</li><li>Others</li></ul><h2>How to invest SBI Small Cap Fund?</h2><p>You can invest in SBI Smallcap Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.</p><h3>Frequently Asked Questions About SBI Small Cap Fund Growth&nbsp;</h3><p>Q. Has SBI Small Cap Fund Growth given good returns in the past ? &nbsp;</p><p>A. SBI Small Cap Fund Growth plan has given great results in the past few years. While the three year return for the scheme stands at 28.7 percent, the five year returns for the plan are 17.7 percent, as on 29th September 2022. Moreover, one year returns for SBI Small Cap Growth Fund are 12.4 percent. Hence, one can say that this mutual fund scheme by SBI mutual fund has performed brilliantly in the past few years.&nbsp;</p><p>Q. What is the entry and exit load for SBI Small Cap Fund Growth?</p><p>A. There is no entry load for investing in this MF scheme. However, there is an exit load. It is the fee that an asset management company or AMC charges investors at the time of redeeming their mutual fund units. In case you sell your SBI Small Cap Fund Growth units within one year of investing, then an exit load of one percent is applicable on the redemption amount. However, if you sell or switch out your MF units after the completion of 365 days from the date of allocation of such units, then no exit load is applicable.&nbsp;&nbsp;</p><p>Q. What is the expense ratio for SBI Small Cap Fund Growth Regular plan?</p><p>A. The SBI Small Cap Fund Regular Growth plan expense ratio is 1.7 percent as on 29th September 2022. It is the fee that the mutual fund company – SBI Mutual Fund in this case – charges investors for the expenses made towards the administration and management of the mutual fund scheme. For regular mutual fund schemes, the expense ratio typically ranges between 1.5 percent and 2.0 percent.&nbsp;</p><p>Q. What percent of total funds in SBI Small Cap Growth plan are invested in small cap ?&nbsp;</p><p>A. The fund invests around 65 percent of the overall funds in small cap stocks. The fund can invest the remaining 35 percent in large and mid-cap stocks, and/or debt/money market instruments.&nbsp;</p><p>Q. What are the top five holdings of SBI Small Cap Fund ?</p><p>A. Elgi Equipments LTD, Vedant Fashions LTD, Sheela Foam LTD, V-GUARD Industries LTD, and Fine Organic Industries LTD are the top holdings of SBI Small Cap Fund. Other holdings of SBI Small Cap Fund include Blue Star LTD, Carborundum Universal LTD, Esab India LTD, and Chalet Hotels LTD. Please note that whilst these are the current holdings, these can change at any time.&nbsp;</p><p>Q. What is the current SBI Small Cap Fund NAV?&nbsp;</p><p>A. The current SBI Small Cap Fund NAV, as on 29th September 2022, is INR 111.7, while the fund size is INR 14043.8 crores.&nbsp;</p><p>Q. I want to start an SIP in SBI Small Cap Growth Fund. What is the minimum amount I can start with ?</p><p>A. You can start an SBI Small Cap Growth Fund SIP with just INR 500 per month. You can also invest a lump sum of INR 5000 initially, with subsequent lump sum investments of just INR 1000.</p><p><strong>More Information:</strong></p><p><a href="https://zfunds.in/mutual-funds/sbi-blue-chip-fund-regular-plan-growth">SBI Blue Chip Fund Regular Plan</a><br><a href="https://zfunds.in/mutual-funds/sbi-equity-hybrid-fund-regular-plan--growth">SBI Equity Hybrid Fund Regular Plan Growth</a><br><a href="https://zfunds.in/mutual-funds/sbi-focused-equity-fund-regular-plan--growth">SBI Focused Equity Fund Regular Plan</a><br><a href="https://zfunds.in/mutual-funds/sbi-magnum-multicap-fund-regular-plan--growth-option">SBI Magnum Multicap Fund Regular Plan</a></p>

SBI Small Cap Fund (Regular and Direct) Growth is an equity mutual fund scheme from SBI Fund. Zfunds.in provides an overview, including returns, latest NAV, and ratings.

sbi-small-cap-fund-regular-plan-growth

SBI Small Cap Fund Regular Growth | SBI Small Cap Fund NAV

<p>The Primary Objective Of The Scheme Is To Seek To Generate Capital Appreciation By Predominantly Investing In Equity And Equity Related Securities Of Small Cap Stocks</p>

The Primary Objective Of The Scheme Is To Seek To Generate Capital Appreciation By Predominantly Investing In Equity And Equity Related Securities Of Small Cap Stocks

icici-prudential-smallcap-fund-growth

ICICI Prudential Smallcap Fund 2022 | ICICI Smallcap Mutual Fund 

<h2>About HDFC Small Cap Fund</h2><p>HDFC Smallcap Fund is an open-ended equity scheme primarily investing in the stocks of small-cap companies.</p><h3>Investment Objective</h3><p>The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in equity &amp; equity-related securities of small-cap companies.</p><h3>Benchmark</h3><p>The Benchmark of the scheme is NIFTY Smallcap 100 Index.</p><h3>Investment Details</h3><figure class="table"><table><tbody><tr><td>Particulars</td><td>Minimum Amount</td></tr><tr><td>Minimum Application Amount</td><td>Rs.5,000 &amp; in multiples of Rs.1 thereafter</td></tr><tr><td>Minimum Additional Investment</td><td>Rs.1,000 &amp; in multiples of Rs.1 thereafter</td></tr></tbody></table></figure><h3>SIP Details</h3><figure class="table"><table><tbody><tr><td>Type</td><td>Minimum Amount</td><td>Minimum Installments</td></tr><tr><td>Daily</td><td>Rs.300 &amp; in multiples of Rs.1 thereafter</td><td>-</td></tr><tr><td>Weekly</td><td>Rs.1,000 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr><tr><td>Monthly (Less than Rs.1,000)</td><td rowspan="2">Rs.500 &amp; in multiples of Rs.1 thereafter</td><td>12</td></tr><tr><td>Monthly (Equal to or greater than Rs.1,000)</td><td>6</td></tr><tr><td>Quarterly (Less than Rs.3,000)</td><td rowspan="2">Rs.1,500 &amp; in multiples of Rs.1 thereafter</td><td>4</td></tr><tr><td>Quarterly (Equal to or greater than Rs.3,000)</td><td>2</td></tr></tbody></table></figure><h3>Loads</h3><p><strong>Entry Load:</strong> Nil</p><p><strong>Exit Load:</strong></p><p>If units are redeemed or switched out within 1 year - 1%</p><p>If units are redeemed or switched out after 1 year - Nil</p><h3>Suitability</h3><p>HDFC Smallcap Fund is suitable for investors with a high-risk appetite and looking to invest for a period of 7 years &amp; above.</p><h3>Taxation:</h3><p>As the fund predominantly invests in equity securities, HDFC Smallcap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:</p><ul><li>If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.</li><li>If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.</li></ul><h2>HDFC Small Cap Fund’s Asset Allocation</h2><p>Under normal conditions, the pattern of asset allocation is as follows:</p><figure class="table"><table><tbody><tr><td><strong>Assets</strong></td><td><strong>Minimum indicative allocation (% of total assets)</strong></td><td><strong>Maximum indicative allocation (% of total assets)</strong></td><td><strong>Risk Profile</strong></td></tr><tr><td>Equity &amp; Equity related securities of small-cap companies&nbsp;</td><td>65</td><td>100</td><td>High&nbsp;</td></tr><tr><td>Equity &amp; Equity related securities of other companies&nbsp;</td><td>0</td><td>35</td><td>High</td></tr><tr><td>Debt &amp; Money market instruments</td><td>0</td><td>35</td><td>Low to Moderate</td></tr><tr><td>REITs &amp; InVITs</td><td>0</td><td>10</td><td>Moderate to High</td></tr><tr><td>Non-convertible preference shares</td><td>0</td><td>10</td><td>Low to Moderate</td></tr></tbody></table></figure><h2>Who should invest in HDFC Small Cap Fund?</h2><p>Small cap funds are those equity mutual funds that invest in equity &amp; equity-related securities of the companies beyond the top 250 companies in terms of market capitalization.&nbsp;</p><p>These companies have small market shares but aim to come out with innovative products which could disrupt the market through their qualitative offerings. These stocks carry the potential to become midcaps and later, large-caps by gaining market share over time.</p><p>Investments in HDFC Smallcap Fund can be made by investors who want to invest in startups or small businesses having the potential to deliver good returns over longer periods. The small size of the underlying holdings makes investments in these funds relatively risky &amp; more volatile as compared to investments in other equity fund categories.</p><p>Investors with high risk appetite looking to invest in equity funds for a long investment horizon could consider investments in this fund. The fund can be a good investment for a diversified equity portfolio.</p><h2>Eligibility - Who can invest?&nbsp;</h2><p>The following people are eligible to invest in this scheme:</p><ul><li>Indian Resident Adults (single holder or on a joint basis)</li><li>Hindu Undivided Family</li><li>Partnership entities</li><li>Limited Liability Partnership units</li><li>Minor through parent or a legal guardian</li><li>Sole Proprietor</li><li>Corporates, PSUs &amp; others.</li><li>NRIs/POIs/OCIs</li><li>Banks &amp; Financial Institutions</li><li>Religious &amp; Charitable Trusts</li><li>Defense &amp; paramilitary units&nbsp;</li><li>Foreign Portfolio Investors</li><li>Pension/Provident/Gratuity Funds</li><li>Trustee, AMCs or Sponsors</li><li>Other schemes of HDFC or other mutual funds</li><li>Alternative Investment Funds</li><li>Others</li></ul><h2>How to invest?</h2><p>You can invest in HDFC Smallcap Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.</p><p><strong>More HDFC Funds:</strong></p><p><a href="https://zfunds.in/mutual-funds/hdfc-balance-advantage-fund-growth-option">HDFC Balance Advantage Fund</a><br><a href="https://zfunds.in/mutual-funds/hdfc-equity-fund-growth-option">HDFC Equity Fund Growth Option</a><br><a href="https://zfunds.in/mutual-funds/hdfc-top-100-fund-growth-option">HDFC Top 100 Fund - Growth Option</a><br><a href="https://zfunds.in/mutual-funds/hdfc-hybrid-equity-fund-growth">HDFC Hybrid Equity Fund</a><br><a href="https://zfunds.in/mutual-funds/hdfc-mid-cap-opportunities-fund-growth-option">HDFC Mid-Cap Opportunities Fund</a><br><a href="https://zfunds.in/mutual-funds/hdfc-liquid-fund-growth">HDFC Liquid Fund Growth</a><br><a href="https://zfunds.in/mutual-funds/hdfc-short-term-debt-fund-growth-option">HDFC Short Term Debt Fund</a><br><a href="https://zfunds.in/mutual-funds/hdfc-taxsaver-growth-plan">HDFC TaxSaver Growth Plan</a><br><a href="https://zfunds.in/mutual-funds/hdfc-low-duration-fund-retail-growth">HDFC Low Duration Fund</a><br><a href="https://zfunds.in/mutual-funds/hdfc-ultra-short-term-fund-growth-option">HDFC Ultra Short Term Fund</a></p>

hdfc-small-cap-fund-growth-option

union-small-cap-fund-regular-plan-growth-option

<h2>About DSP Smallcap Fund</h2><p>DSP Smallcap Fund is an open-ended equity scheme primarily investing in the stocks of small-cap companies.</p><h3>Investment Objective</h3><p>The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in a diversified portfolio of equity &amp; equity-related securities of small-cap companies. Also, the fund manager will take exposures in stocks of companies of other categories to achieve an optimal portfolio construction.</p><h3>Benchmark</h3><p>The Benchmark of the scheme is S&amp;P BSE Small Cap Index TRI.</p><h3>Investment Details</h3><figure class="table"><table><tbody><tr><td>Particulars</td><td>Minimum Amount</td></tr><tr><td>Minimum Application Amount</td><td>Rs.500 &amp; any amount thereafter</td></tr><tr><td>Minimum Additional Investment</td><td>Rs.500 &amp; any amount thereafter</td></tr></tbody></table></figure><h3>SIP Details</h3><figure class="table"><table><tbody><tr><td>Type</td><td>Minimum Amount</td><td>Minimum Installments</td></tr><tr><td>Monthly</td><td>Rs.500 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr><tr><td>Quarterly</td><td>Rs.500 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr></tbody></table></figure><h3>Loads</h3><p><strong>Entry Load: </strong>Nil</p><p><strong>Exit Load:</strong></p><p>If units are redeemed or switched out within 1 year - 1%</p><p>If units are redeemed or switched out after 1 year - Nil</p><h3>Suitability</h3><p>DSP Smallcap Fund is suitable for investors with a high-risk appetite and looking to invest for a period of 7 years &amp; above.</p><h3>Taxation:</h3><p>As the fund predominantly invests in equity securities, DSP Smallcap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:</p><ul><li>If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.</li><li>If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.</li></ul><h2>DSP Smallcap Fund’s Asset Allocation</h2><p>Under normal conditions, the pattern of asset allocation is as follows:</p><figure class="table"><table><tbody><tr><td>Assets</td><td>Minimum indicative allocation (% of total assets)</td><td>Maximum indicative allocation (% of total assets)</td><td>Risk Profile</td></tr><tr><td>Equity &amp; Equity related securities of small-cap companies&nbsp;</td><td>65</td><td>100</td><td>High&nbsp;</td></tr><tr><td>Equity &amp; Equity related securities of Top 250 companies in terms of market capitalization</td><td>0</td><td>35</td><td>High</td></tr><tr><td>Debt &amp; Money market instruments</td><td>0</td><td>35</td><td>Low to Moderate</td></tr><tr><td>REITs &amp; InVITs</td><td>0</td><td>10</td><td>Moderate to High</td></tr></tbody></table></figure><h2>Who should invest ?</h2><p>Small cap funds are those equity mutual funds that invest in equity &amp; equity-related securities of the companies beyond the top 250 companies in terms of market capitalization.&nbsp;</p><p>These companies have small market shares but aim to come out with innovative products which could disrupt the market through their qualitative offerings. These stocks carry the potential to become midcaps and later, large-caps by gaining market share over time.</p><p>Investments in DSP Smallcap Fund can be made by investors who want to invest in small businesses having the potential to deliver good returns over longer periods. The small size of the underlying holdings makes investments in these funds relatively risky &amp; more volatile as compared to investments in other equity fund categories.</p><p>Investors with a high-risk appetite looking to invest in equity funds for a long investment horizon could consider investments in this fund. The fund can be a good investment for a diversified equity portfolio.</p><h3>Eligibility - Who can invest ?&nbsp;</h3><p>The following people are eligible to invest in this scheme:</p><ul><li>Indian Resident Adults (single holder or on a joint basis)</li><li>Hindu Undivided Family</li><li>Partnership entities</li><li>Limited Liability Partnership units</li><li>Minor through parent or a legal guardian</li><li>Sole Proprietor</li><li>Corporates, PSUs &amp; others.</li><li>NRIs/POIs/OCIs</li><li>Banks &amp; Financial Institutions</li><li>Religious &amp; Charitable Trusts</li><li>Defense &amp; paramilitary units</li><li>Foreign Portfolio Investors</li><li>Pension/Provident/Gratuity Funds</li><li>Trustee, AMCs or Sponsors</li><li>Other schemes of DSP or other mutual funds</li><li>Alternative Investment Funds</li><li>Others</li></ul><h3>How to invest ?</h3><p>You can invest in DSP Smallcap Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.</p><h4>Frequently Asked Questions About DSP Small Cap Fund Growth</h4><p>Q. Is there any lock-in period for DSP Small Cap Fund Growth ?</p><p>A. No. There is no lock-in period. You can redeem your DSP Small Cap Fund Growth plan units at any point. However, asset management companies charge an exit load on their investors at the time of redeeming mutual fund units, and DSP Mutual Fund does too. Hence, one must take that into consideration before choosing to sell MF units.&nbsp;</p><p>Q. How much is the entry and exit load for DSP Small Cap Fund Growth ?&nbsp;</p><p>A. There is no entry load. However, the asset management company charges one percent exit load on investors who choose to redeem or switch out of their DSP Small Cap Fund Growth units within one year or 365 days of allocation. But in case you redeem/switch out after one year, the AMC does not charge any exit load.&nbsp;</p><p>Q. I am looking for short term returns, should I invest in the DSP Small Cap Fund Growth scheme ?&nbsp;</p><p>A. DSP Small Cap Fund Growth Plan is best suited for investors who can stay invested for a period of seven years or more. The plan has the potential to build wealth over a long period of time.&nbsp;</p><p>Q. What is the expense ratio and how much is it for the DSP Small Cap Regular Fund Growth plan ?&nbsp;</p><p>A. Expense ratio can be defined as the cost of owning mutual fund scheme units. It is the management fee that investors pay to asset management companies for the expenses made towards maintaining the fund. For regular mutual fund schemes, the expense ratio can vary from 1.5 percent to 2 percent, or even higher. The expense ratio for the DSP Small Cap Regular Fund Growth plan is 1.88 percent. This is the current expense ratio, as on 29th September 2022, as may change with time.&nbsp;</p><p>Q. What is DSP Small Cap Fund NAV?&nbsp;</p><p>A. The current DSP Small Cap Fund NAV, as on 29th September 2022, is INR 111.3. Moreover, the fund size or assets under management, also known as AUM, is INR 8981.6 crores.&nbsp;</p><p>Q. What are some other popular MF schemes by DSP Mutual Fund?</p><p>A. DSP Tax Saver Fund – Regular Plan – Growth, DSP Midcap Fund – Regular Plan - Growth, DSP Flexi Cap Fund – Regular Plan – Growth, DSP US Flexible Equity Fund – Regular Plan – Growth Option, DSP Equity Opportunities Fund – Regular Plan – Growth, DSP Focus Fund – Regular Plan – Growth, and DSP Natural Resources And New Energy Fund – Regular – Growth are some of the well-known mutual fund schemes by DSP Mutual Fund.&nbsp;</p><p>Q. What is the minimum amount required for investing in the DSP Small Cap Growth Fund ?</p><p>A. Be it a lump sum investment or SIP (systematic investment plan) you can start investing in this scheme with just INR 500.</p><p>Also Read :&nbsp;</p><p><a href="https://zfunds.in/mutual-funds/dsp-small-cap-fund-regular-growth">DSP Small Cap Regular Fund</a></p><p><a href="https://zfunds.in/m/best-small-cap-mutual-funds">Best Small Cap Mutual Funds</a></p><p><a href="https://zfunds.in/mutual-funds">Mutual Fund Investment Online</a></p><p><a href="https://zfunds.in/m/small-cap-funds">What are Small Cap Mutual Funds</a></p>

DSP Small Cap Fund (Direct and Regular) Growth is an equity mutual fund scheme from DSP Fund. Zfunds provides an overview, including returns, latest NAV, ratings etc.

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