NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

HDFC Small Cap Fund Growth for NRI [132.55]

Min Investment

100

Fund Size

29,175.05 Cr

Expense Ratio

1.6%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

132.55

0.75%

NAV as on 20 Jun 24, 12:00 AM

very high risk

small cap

equity

NAV as on 20 Jun 24, 12:00 AM

very high risk

small cap

equity

42.19%p.a.

Last 1Y

27.58%p.a.

Last 3Y

25.86%p.a.

Last 5Y

16.81%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 29,175.05 Cr fund under management as on Jun 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 42.2% annual returns during the last year. It has delivered 16.8% 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

Bank of Baroda

3.89%

Firstsource Solutions Ltd

3.77%

eClerx Services Ltd

2.74%

Aster DM Healthcare Ltd Ordinary Shares

2.68%

Sonata Software Ltd

2.52%

PNC Infratech Ltd

2.31%

Great Eastern Shipping Co Ltd

2.27%

SKF India Ltd

2.15%

Kirloskar Ferrous Industries Ltd

2.11%

Fortis Healthcare Ltd

2.03%

Fund Managers

  1. Chirag Setalvad (Jun 2014 - Present)
  2. Dhruv Muchhal (Jun 2023 - Present)

Key Information

View Scheme Document

HDFC Small Cap Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions