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HDFC Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
HDFC Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36294 Cr | ₹3282 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Apr 2008 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 22% |
| Expense Ratio | 1.57 | 1.97 |
| Manager | Dhruv Muchhal | Rohit Seksaria |
| ISIN Code | INF179KA1RZ8 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.68% | 3.83% |
| 6 Month | 24.65% | 21.9% |
| 1 Year | -0.04% | -2.23% |
| 3 Year | 22.26% | 19.05% |
| 5 Year | 30.97% | 28.27% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.65% | 5.06% |
| 1 Year | 18.5% | 13.21% |
| 3 Year | 19.59% | 18.18% |
| 5 Year | 22.66% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.84% | 15.05% |
| 3 Year | 19.76% | 18.08% |
| 5 Year | 17.3% | 15.62% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.29% | 14.09% |
| Sharp | 0.99% | 0.84% |
| Beta | 0.76% | 0.77% |
| Alpha | 3.13% | 0.54% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rohit Seksaria |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 15 |
| HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.49 | 7.93 |
| Small Cap | 78.55 | 85.57 |
| Mid Cap | 8.23 | 0.97 |
| Large Cap | 3.74 | 5.53 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.93 | 5.89 |
| Industrials | 23.59 | 19.06 |
| Consumer Cyclical | 18.21 | 20.38 |
| Consumer Defensive | 2.24 | 3.24 |
| Financial Services | 11.31 | 19.02 |
| Communication Services | 1.75 | 5.23 |
| Healthcare | 12.61 | 11.84 |
| Basic Materials | 7.92 | 8.13 |
| Utilities | 0.36 | 1.15 |
| Technology | 13.07 | 3.41 |
| Real Estate | - | 2.66 |
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