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Wednesday, October 12, 2016

HDFC Small and Mid Cap Fund

HDFC Small and Mid Cap Fund Online



Trustee to HDFC Mutual Fund ("the Fund") has approved the change in name and the asset allocation pattern of HDFC Small and Mid Cap Fund, an open-ended equity scheme ("the Scheme"), in particular by increasing the allocation towards equity and equity related securities of small-cap companies with the purpose to bring more focus on small-cap companies.

Accordingly, the following changes are proposed to be made to the Scheme Information Document ("SID") and Key Information Memorandum ("KIM") of the Scheme with effect from November 09, 2016 ("Effective Date"):

Details Existing Provisions Proposed Provisions (Effective Date)
Scheme Name HDFC Small and Mid Cap Fund HDFC Small Cap Fund
Asset Allocation Under normal circumstances the asset allocation (as a % of Net Assets) will be as follows:
Type of Instrument Normal Allocation(% of Net Assets) Maximum Allocation (% of Net Assets) Risk Profile
Equity & Equity related instruments of Small-cap and Mid-cap companies of which: 75 100 High
Small-cap Companies 50 75 High
Mid-cap companies 25 50 High
Equity and Equity related instruments other than the above 0 25 Medium to High
Debt & Money Market Instruments (Including securitized debt) 0 25 Low To Medium
Under normal circumstances the asset allocation will be as follows:
Type of Instrument Minimum Allocation(% of Net Assets) Maximum Allocation (% of Net Assets) Risk Profile
Equity & Equity related instruments of Small-cap and Mid-cap companies of which: 80 100 High
Small-cap Companies 80 100 High
Mid-cap companies 0 20 High
Equity and Equity related instruments other than the above 0 20 Medium to High
Debt & Money Market Instruments (Including securitized debt) 0 20 Low To Medium


All other features, terms and conditions of the Asset Allocation Pattern and the Scheme shall remain unchanged.

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