Jama - HDFC Small Cap Fund


HDFC Small Cap Fund


NAV : 87.159
(+0.2810000000000059arrow_upward)
AUM : ₹8,290 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.72%0.29%14.95%70.62%40.38%21.4%22.4%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme predominantly investing in small cap stocks
NAV87.159
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₹1,07,215₹1,06,956₹259
After 1 year₹1,70,623₹1,68,984₹1,638
After 3 years₹1,78,936₹1,73,469₹5,467
After 20 years₹48,37,800₹39,33,830₹9,03,970

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 : 21.4% 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