Jama - HDFC Small Cap Fund


HDFC Small Cap Fund


NAV : 117.118
(-0.6129999999999995
arrow_downward
)
AUM : ₹146 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.93%14.15%33.18%35.35%21.49%40.81%19.48%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme predominantly investing in small cap stocks
NAV117.118
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio75.0%
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₹1,15,405₹1,15,149₹256
After 1 year₹1,35,349₹1,34,074₹1,274
After 3 years₹2,79,199₹2,71,186₹8,014
After 20 years₹9,39,20,954₹7,73,47,292₹1,65,73,662

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 : 40.81% Past 3 yr Data




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