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) | ₹34032 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 | 4.41% | 4.36% |
6 Month | 0.58% | -0.61% |
1 Year | 4.38% | -3.98% |
3 Year | 29.41% | 31.5% |
5 Year | 34.37% | 44.1% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 13.51% | 11.84% |
1 Year | 12.99% | 6.46% |
3 Year | 21.72% | 23.27% |
5 Year | 24.86% | 28.32% |
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 | 16.33% | 18.497% |
Sharp | 1.12% | 0.792% |
Beta | 0.79% | 0.929% |
Alpha | 2.92% | 1.342% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.27 | 11.46 |
Small Cap | 80.51 | 65.66 |
Mid Cap | 8.05 | 0.98 |
Large Cap | 4.16 | 21.9 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 6.59 | 10.3 |
Industrials | 23.88 | 6.79 |
Consumer Cyclical | 18.3 | 12.63 |
Consumer Defensive | 1.88 | 5 |
Financial Services | 13.4 | 15.17 |
Communication Services | 1.87 | 3.49 |
Healthcare | 12.17 | 13.96 |
Basic Materials | 7.29 | 8.94 |
Utilities | 0.35 | 2.18 |
Technology | 14.28 | 3.15 |
Energy | - | 16.87 |
Real Estate | - | 1.51 |
Top Comparisons
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns23.01%
360 ONE Balanced Hybrid Fund Regular - Growth
3Y Returns0%
Kotak Large Cap Fund - Growth
3Y Returns19.52%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns19.73%
Aditya Birla Sun Life India Gennext Fund-Growth Option
3Y Returns19.26%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns21.39%
Nippon India Silver ETF FOF-Regular Plan- Growth Option
3Y Returns20.66%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%