HDFC Small Cap Fund vs Quant Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36828 Cr | ₹25183 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | % |
| Expense Ratio | 1.57 | 1.6 |
| Manager | Dhruv Muchhal | Sanjeev Sharma |
| ISIN Code | INF179KA1RZ8 | INF966L01AA0 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.09% | 1.55% |
| 6 Month | 17.45% | 10.31% |
| 1 Year | 3.2% | -3.33% |
| 3 Year | 22.79% | 23.49% |
| 5 Year | 30.72% | 33.62% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.18% | 2.81% |
| 1 Year | 18.23% | 11.78% |
| 3 Year | 17.65% | 16.43% |
| 5 Year | 21.09% | 22.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.38% | 10.2% |
| 3 Year | 19.84% | 10.46% |
| 5 Year | 17.49% | 10.35% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.31% | 18.497% |
| Sharp | 1.02% | 0.792% |
| Beta | 0.76% | 0.929% |
| Alpha | 2.98% | 1.342% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sanjeev Sharma |
| Total AUM | ₹520687 Cr | ₹39731 Cr |
| Funds Managed | 40 | 22 |
| HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.74 | 16.55 |
| Small Cap | 75.89 | 63.1 |
| Mid Cap | 8.72 | 0.52 |
| Large Cap | 4.65 | 19.83 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.19 | 9.04 |
| Industrials | 22.54 | 6.74 |
| Consumer Cyclical | 19.02 | 12.69 |
| Consumer Defensive | 2.9 | 4.41 |
| Financial Services | 11.35 | 17.06 |
| Communication Services | 1.79 | 2.91 |
| Healthcare | 12.29 | 14.71 |
| Basic Materials | 7.07 | 8.01 |
| Utilities | 0 | 2.98 |
| Technology | 12.85 | 2.46 |
| Energy | - | 16.38 |
| Real Estate | - | 2.61 |
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