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) | ₹31230 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 | 3.43% | 1.15% |
6 Month | -4.59% | -6.05% |
1 Year | 3.88% | -4.74% |
3 Year | 29.81% | 31.38% |
5 Year | 34.85% | 45.04% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 11.82% | 8.95% |
1 Year | 9.1% | 0.69% |
3 Year | 20.55% | 21.41% |
5 Year | 24.28% | 27.53% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 16.61% | 10.37% |
3 Year | 19.63% | 10.4% |
5 Year | 17.14% | 10.21% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.223% | 18.497% |
Sharp | 0.719% | 0.792% |
Beta | 0.784% | 0.929% |
Alpha | 1.828% | 1.342% |
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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 | 6.66 | 10.03 |
Small Cap | 80.87 | 63.33 |
Mid Cap | 8.61 | 3.42 |
Large Cap | 3.87 | 23.22 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 6.66 | 9.23 |
Industrials | 23.81 | 4.46 |
Consumer Cyclical | 18.74 | 14.28 |
Consumer Defensive | 2.16 | 5.01 |
Financial Services | 12.19 | 15.78 |
Communication Services | 2.25 | 3.92 |
Healthcare | 12.18 | 13.56 |
Basic Materials | 6.7 | 8.59 |
Utilities | 0.43 | 2.37 |
Technology | 14.88 | 2.85 |
Energy | - | 18.22 |
Real Estate | - | 1.72 |
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