HDFC Small Cap Fund-Direct Growth Option performance review analysis for December: HDFC Small Cap Fund-Direct Growth Option, managed by the seasoned fund managers Chirag Setalvad,Dhruv Muchhal, remains a prominent player in the Small-Cap. HDFC Small Cap Fund boasts an impressive AUM of ₹33504.02 crore. Under the guidance of Chirag Setalvad,Dhruv Muchhal, the fund adheres to its objective of to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Performance Analysis:
Over the past week, HDFC Small Cap Fund returned 1.91%, showing a positive delta of 3.57%. The one-month performance shows a negative trend, with the fund delivering 5.39%.
The performance over the longer durations is mentioned below:
Below is the list of top holdings in the fund:
Risk Measurement
Understanding the risk associated with the fund is crucial for investors. The Sharpe Ratio, which measures risk-adjusted returns, is a key indicator of how well the fund compensates investors for the risk taken. Over the past year, the fund’s Sharpe Ratio stands at 1.43, while the three-year and five-year ratios are 1.24 and 1.06, respectively. Sharpe ratio values above 1 are considered good, whereas values below 1 are considered bad.
In terms of volatility, the standard deviation over the same periods— 12.95% for one year, 14.66% for three years, and 23.04% for five years. Higher standard deviations indicate greater volatility, while lower ones suggest more stable returns.
In the last month, the fund acquired new positions in the following stocks:
The fund has increased its position in the following stocks:
The fund has reduced its holding in the following stocks:
Disclaimer: This is an AI-generated live story and has not been edited by LiveMint staff.
