hdfc small cap fund – 50% profit in 1 year

hdfc small cap fund

HDFC Small Cap Fund has emerged as a compelling investment avenue, showcasing an impressive 50% profit in just one year. This robust performance positions the fund as an attractive choice for investors seeking substantial returns. In this essay, we delve into the fund’s key attributes, performance metrics, and market positioning.

Rating and Fund Size

With a notable 3-star rating, HDFC Small Cap Fund has garnered attention for its consistent performance. The fund boasts a substantial size, managing assets worth ₹26,836.99 Crores. This signifies investors’ trust in the fund’s ability to navigate the complexities of the market.

Investment Affordability

One of the fund’s notable features is its accessibility to a wide range of investors. With a minimum SIP (Systematic Investment Plan) of ₹100 and a minimum lump sum investment of ₹100, HDFC Small Cap Fund opens its doors to both small and large investors alike.

Net Asset Value (NAV)

The Net Asset Value of the fund stands at ₹130.54, reflecting the market value of its assets per unit. This metric is crucial for investors in assessing the fund’s performance and determining the entry or exit points.

Performance Overview

Over the past year, HDFC Small Cap Fund has demonstrated an impressive growth rate of 50.50%. This stellar performance extends to its 3-year and 5-year returns, standing at 37.01% and 24.19%, respectively. The all-encompassing return rate for the fund’s entire existence is a commendable 20.95%. These figures underscore the fund’s ability to deliver consistent returns across various timeframes.

Considerations and Risks

While the fund showcases remarkable growth, it’s imperative for investors to consider associated risks. Small-cap investments inherently come with higher volatility, and investors must assess their risk tolerance before committing to such funds.

Also Read… Kotak Smallcap Fund – 60% Profit In 8 Months

Conclusion:

In conclusion, HDFC Small Cap Fund’s remarkable 50% profit in the last year, coupled with its solid ratings and substantial fund size, positions it as a noteworthy contender in the mutual fund landscape. However, investors should conduct thorough research, considering their financial goals and risk tolerance, before making investment decisions in pursuit of capital appreciation.