Jama - HDFC Small Cap Fund


HDFC Small Cap Fund


NAV : 80.711
(+1.2139999999999986arrow_upward)
AUM : ₹8,290 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.59%4.1%18.0%69.72%39.7%21.66%21.57%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme predominantly investing in small cap stocks
NAV80.711
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio2.4899999999999998%
Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,627₹1,08,361₹266
After 1 year₹1,69,721₹1,68,096₹1,625
After 3 years₹1,80,086₹1,74,538₹5,548
After 20 years₹50,48,957₹40,98,295₹9,50,663

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 21.66% Past 3 yr Data




Fund Objective:
To provide long-term capital appreciation /income by investing predominantly in Small-cap companies.
Fund Manager:
Mr. Chirag Setalvad, Amar Kalkundrikar