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ranking by CRISIL

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This scheme is not ranked by CRISIL.
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Benchmark Index:

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Returns (NAV as on May-17-2013)

Period	Returns (%)	Rank #
1 mth	5.6	-
3 mth	2.7	-
6 mth	-	-
1 year	-	-
2 year	-	-
3 year	-	-
5 year	-	-

# Moneycontrol Rank within 49 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-8.2	-	-	-	-

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	5.6	2.7	--	--	--	--	--
Category avg	5.4	0.5	1.8	18.4	5.9	4.7	5.1
Difference of Fund returns and Category returns	0.2	2.2	--	--	--	--	--
Best of category	10.5	4.1	8.2	32.3	21.2	18.2	15.9
Worst of category	-0.4	-9.7	-9.5	2.5	-5.4	-7.2	-6.5
Benchmark returns #	8.6	2.7	5.3	18.9	1.7	1.2	3.5
Difference of Fund returns and Benchmark returns	-3.0	0.0	--	--	--	--	--

# Benchmark Index: CNX Midcap

Investment Info

Investment Objective

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Jan 01, 2013
Benchmark	CNX Midcap
Asset Size (Rs cr)	13.09 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Chirag Setalvad / Miten Lathia View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office	Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020
Tel. No.	66316333
Fax No.	91 22 22028862
Email	jmathews@hdfcindia.com
Website	http://www.hdfcfund.com/

Peer Comparison

Small & Mid Cap	Crisil Rank	Assets (Rs.cr)
Small & Mid Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
IDFC Premier Equity - A (G)	Rank 2	3,381.06	1.5	5.0	21.8	10.8	12.5
HDFC MidCap Opportunities (G)	Rank 2	2,719.45	2.6	5.4	19.8	10.9	12.8
ICICI Pru Discovery Fund (G)	Rank 2	2,538.81	0.2	4.7	19.1	7.9	14.0
SBI Emerging Busi (G)	Rank 1	1,214.96	1.2	5.2	30.6	18.2	10.8
Sundaram Select Midcap -RP (G)	Rank 3	1,930.19	2.8	0.0	20.5	6.3	8.6
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
Ipca Labs	Pharmaceuticals	121.83	4.43
Supreme Ind	Manufacturing	117.06	4.25
Axis Bank	Banking/Finance	70.16	2.55
Yes Bank	Banking/Finance	65.21	2.37
MindTree	Technology	64.14	2.33
Divis Labs	Pharmaceuticals	63.74	2.32
Union Bank	Banking/Finance	63.65	2.31
NIIT Tech	Technology	62.42	2.27
Solar Ind	Chemicals	61.05	2.22
Lupin	Pharmaceuticals	60.77	2.21

Full Portfolio

Sector Allocation (Apr 30, 13)

Sector	%	1-Year HighLow
Banking/Finance	16.90	17.69	16.43
Pharmaceuticals	15.35	15.35	14.07
Technology	9.73	10.69	9.73
Engineering	9.39	9.78	8.81
Manufacturing	9.17	9.54	9.17
Chemicals	7.54	7.90	7.27