HDFC Small Cap Fund

Mutual Fund

By Rajendra Mar 26, 2023

Investment Approach

- Stock Selection - Sector Allocation - Market Capitalization

Stock Selection

Concentrate on quality stocks, stable financials, & respectable return on equity. Reasonable valuation (P/E, P/B, EV/EBITDA, etc.) Understandable business , good management

Top 5 Holding

Sonata Software Bajaj Electrical Bank of Baroda First Source Solutions eClerx Services 4.92 4.12 3.89 3.65 2.84 Total - 19.42

Sector Allocation

Portfolio overweight/ underweight vs benchmark controlled to manage portfolio risk

Banks

9.51 8.34 8.32 8.11 6.68

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,900 54,156 99,114 13.65% 28.44% 20.20% Monthly SIP of 1,000

Scheme Performance

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Mutual Fund

hdfc small cap fund

Investment Approach

Category

Inception

Benchmark

AUM - 14,648 Cr

Fund Manager

Chirag Setalvad