About HDFC Small Cap Fund

HDFC Small Cap Fund is an open-ended equity scheme that predominantly invests in small cap stocks.

Benchmark

The Benchmark of the scheme is S&P BSE 250 SmallCap Index (Total Returns Index).

Investment Details

Particulars Minimum Amount

Minimum Application Amount Rs. 100 & in multiples of INR 1 thereafter

Minimum Additional Investment Rs.100 & in multiples of INR 1 thereafter

SIP Details

Minimum SIP Amount Rs. 100 & in multiples of INR 1 thereafter

Loads

Entry Load: Nil

Exit Load:

If units are switched out or redeemed within one year – 1 percent

If units are switched out or redeemed after one year – Nil

Suitability

HDFC Small Cap Fund is suitable for investors with high-risk appetite and looking to invest for a period of 5 years & above.

Taxation:

Since the fund primarily invests in equity securities, HDFC Small Cap Fund has the taxability of an equity mutual fund scheme. Following are the applicable tax on returns from this mutual fund scheme:

If the units are sold after one year from the date of purchase, then the gains on investments are treated as long-term capital gains, or LTCG. Long-term capital gains of up to INR 1 lac in a financial year is tax-free and any additional gains above that are taxed at the rate of 10 percent without the benefit of indexation.

In case the units are sold within 1 year from the date of purchase, then the gains are treated as short-term capital gains or STCG and taxed at the rate of 15 percent.

Other Mutual Fund Schemes by HDFC Mutual Fund

HDFC Index Fund-S&P BSE Sensex – Growth Plan

HDFC Large and Mid Cap Fund – Growth Plan

HDFC Flexi Cap Fund – Growth Plan

HDFC Mid-Cap Opportunities Fund – Growth Plan

HDFC Balanced Advantage Fund – Growth Plan

HDFC Top 100 Fund – Growth Option – Regular Plan

HDFC Focused 30 Fund – Growth Plan

Frequently Asked Questions about HDFC Small Cap Fund

Q. What is the asset allocation for HDFC Small Cap Fund ?

A. HDFC Small Cap Fund has invested around 94 percent of its funds in domestic equities. Of this, around 3.8 percent is invested in large cap stocks, 5.2 percent in mid-cap stocks, and around 74.5 percent in small cap stocks.

Q. Who should invest in HDFC Small Cap Fund ?

A. Anyone who has high risk tolerance and can stay invested for a period of several years can invest in HDFC Small Cap Fund.