NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹125.43
0.96%
NAV as on 25 Apr 24, 12:00 AM
very high risk
small cap
equity
NAV as on 25 Apr 24, 12:00 AM
very high risk
small cap
equity
52.83%p.a.
Last 1Y
32.88%p.a.
Last 3Y
23.57%p.a.
Last 5Y
16.67%p.a.
Since Inception
About HDFC Small Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Small Cap Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Apr 2008, HDFC Small Cap Fund Growth is Small-Cap fund of its category with 27,574.12 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- HDFC Small Cap Fund Growth delivered 52.8% annual returns during the last year. It has delivered 16.7% average annual returns since the fund was launched.
- HDFC Small Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
Sonata Software Ltd
4.50%
Firstsource Solutions Ltd
4.19%
Bank of Baroda
4.10%
eClerx Services Ltd
3.04%
Aster DM Healthcare Ltd Ordinary Shares
2.90%
Great Eastern Shipping Co Ltd
2.33%
Power Mech Projects Ltd
2.11%
PNC Infratech Ltd
2.06%
Equitas Small Finance Bank Ltd Ordinary Shares
2.03%
Bajaj Electricals Ltd
1.94%
Fund Managers
- Chirag Setalvad (Jun 2014 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
Key Information
View Scheme Document
HDFC Small Cap Fund Growth SIP Calculator
If invested
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For a period of
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This Fund
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Fixed Deposit
NRI Mutual Fund Tax on HDFC Small Cap Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in HDFC Small Cap Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in HDFC Small Cap Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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