Jama - HDFC Small Cap Fund


HDFC Small Cap Fund


NAV : 87.866
(-0.8119999999999976
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)
AUM : ₹146 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.41%6.35%5.5%13.51%24.17%49.71%14.03%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme predominantly investing in small cap stocks
NAV87.866
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP₹500
Expense Ratio80.0%
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₹1,02,714₹1,02,457₹257
After 1 year₹1,13,514₹1,12,381₹1,133
After 3 years₹3,35,520₹3,25,703₹9,817
After 20 years₹31,97,34,819₹26,23,10,652₹5,74,24,167

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 : 49.71% Past 3 yr Data




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