HDFC Small Cap Fund vs HSBC Small Cap Fund compare
HDFC Small Cap Fund - Growth Option
HSBC Small Cap Fund - Regular Growth
Chart Comparison
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| 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) | ₹26836.9945 Cr | ₹13230.82347 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 |
SIP Return Analysis
| 1 Month | - | - |
| 6 Month | 7.23% | 6.29% |
| 1 Year | 20.62% | 21.03% |
| 3 Year | 52.83% | 51.41% |
| 5 Year | 116.96% | 119.65% |
Trailing Lumpsum Returns
| 1 Month | 7.25% | 9.33% |
| 6 Month | 23.52% | 24.33% |
| 1 Year | 52.83% | 52.91% |
| 3 Year | 32.88% | 34.14% |
| 5 Year | 23.57% | 25.05% |
Rolling Lumpsum Returns
| 1 Month | - | - |
| 6 Month | - | - |
| 1 Year | 29.59% | 30.42% |
| 3 Year | 85.71% | 89.12% |
| 5 Year | 121.91% | 125.5% |
Risk Management
| Sharp | 1.48% | 1.6% |
| Beta | 0.85% | 0.81% |
| Alpha | 5.18% | 6.83% |
Fund Managers
| Fund | HDFC Small Cap Fund - Growth Option | HSBC Small Cap Fund - Regular Growth |
| Name | Dhruv Muchhal | Venugopal Manghat |
| Total AUM | ₹478716 Cr | ₹46743 Cr |
| Fund Manage | 40 | 8 |
Overview SIP Return Analysis Trailing Lumpsum Returns Rolling Lumpsum Returns Risk Management Fund Managers
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)
₹26836.9945 Cr ₹13230.82347 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
1 Month
- -
6 Month
7.23% 6.29%
1 Year
20.62% 21.03%
3 Year
52.83% 51.41%
5 Year
116.96% 119.65%
1 Month
7.25%% 9.33%%
6 Month
23.52%% 24.33%%
1 Year
52.83%% 52.91%%
3 Year
32.88%% 34.14%%
5 Year
23.57%% 25.05%%
1 Month
-% -%
6 Month
-% -%
1 Year
29.59%% 30.42%%
3 Year
85.71%% 89.12%%
5 Year
121.91%% 125.5%%
Sharp
1.48%% 1.6%%
Beta
0.85%% 0.81%%
Alpha
5.18%% 6.83%%
Fund
HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
Name
Dhruv Muchhal Venugopal Manghat
Total AUM
₹478716 Cr ₹46743 Cr
Fund Manage
40 8
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Navigating the World of Mutual Funds: A Comparative Guide
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