Produced by: Basudha Das
Designed by: Mohsin Shaikh
According to SEBI classification small-cap companies are those ranked from the 251st position and beyond in terms of market capitalisation. Funds that invest in such smallcap companies are called smallcap funds
HDFC Small Cap Fund Direct- Growth is a smallcap mutual fund scheme offered by HDFC Mutual Fund. It was launched in 2013. The fund has Rs 22,560 crore worth of assets under management (AUM) as on June 30, 2023
The MF scheme's returns in the last 1-year are 35.01%. Since launch, it has delivered 20.38% average annual returns
The fund has mainly invested in services, capital goods, financial, healthcare, automobile sectors. The net asset value, as of September 21, is Rs 116.31
HDFC Small Cap Fund 's top 5 holdings are Sonata Software Ltd., Firstsource Solutions Ltd., Bank Of Baroda, Bajaj Electricals Ltd., IDFC Ltd
Quant Small Cap Fund Direct Plan-Growth is managed by Quant Mutual Fund and was launched in 2013. It has Rs 8,075 crore worth of assets under management (AUM) as on June 30, 2023
Quant Small Cap Fund returns for the last 1-year are 32.77%. Since launch, it has delivered 17.52% average annual returns
Quant Small Cap Fund has mainly invested in companies in the financial, metals & mining, services, healthcare, energy sectors. The net asset value, as of September 21, is Rs 192.19
Quant Small Cap Fund's top 5 holdings are Reliance Industries Ltd., HDFC Bank Ltd., Reserve Bank of India, JIO Financial Services Ltd., Bikaji Foods International Ltd
Nippon India Small Cap Fund Direct- Growth is a smallcap MF scheme managed by Nippon India Mutual Fund. It was launched in 2013. The fund has Rs 36,540 crores worth of assets under management (AUM) as on June 30, 2023
Nippon India Small Cap Fund has given returns of 32.37% in last one year. Since launch, it has delivered 26.24% average annual returns
The fund has invested in companies in the capital goods, financial, chemicals, services, consumer staples sectors. The net asset value, as of September 21, is Rs 134.01
Nippon India Small Cap Fund ‘s top 5 holdings are TI Financial Holdings Ltd., HDFC Bank Ltd., Apar Industries Ltd., KPIT Engineering Ltd., Grameen Financial Services Pvt Ltd