HDFC Small Cap Fund vs HSBC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon HSBC Small Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
Fund HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹26837 Cr ₹13231 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Apr 2008 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark S&P BSE 250 SmallCap TRI S&P BSE 250 SmallCap TRI
Turn Over 10.02% 15%
Expense Ratio 1.62 1.71
Manager Dhruv Muchhal Venugopal Manghat
ISIN Code INF179KA1RZ8 INF917K01QC7
Exits Load Exit load of 1% if redeemed within 1 year/365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
1 Month 2.95% 0.57%
6 Month 15.68% 21.11%
1 Year 38.05% 49.01%
3 Year 24.88% 29.09%
5 Year 28.39% 30.93%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 15.03% 21.58%
3 Year 52.08% 58.86%
5 Year 122.38% 137.96%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
1 Year 33.72% 36.36%
3 Year 90.05% 99.84%
5 Year 129.98% 151.38%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
Standard Deviation 15.17% 14.69%
Sharp 1.2% 1.45%
Beta 0.8% 0.81%
Alpha 3.79% 7.7%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
Name Dhruv Muchhal Venugopal Manghat
Total AUM ₹520687 Cr ₹41442 Cr
Fund Manage 40 7
HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

HSBC Small Cap Fund - Regular Growth

Others 8.87 3.91
Large Cap 4.78 3.03
Small Cap 77.53 72.94
Mid Cap 8.82 20.12

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

HSBC Small Cap Fund - Regular Growth

Others 8.61 2.51
Financial 11.26 7.98
Services 19.26 10.12
Healthcare 10.43 5.3
Technology 3.9 5.93
Construction 4.92 12.47
Energy 2.27 -
Capital Goods 12.82 17.67
Metals & Mining 4.86 8.71
Consumer Discretionary 4.85 2.17
Diversified 1.56 3.4
Automobile 4.98 3.89
Textiles 1.44 3.7
Chemicals 3.51 1.41
Consumer Staples 3.13 5.57
Materials 2.2 9.17

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