HDFC Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Fund HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹33504 Cr ₹3450 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 Index NIFTY Smallcap 250 TRI
Turn Over 10.02% 22%
Expense Ratio 1.57 1.93
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 - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Month -4.79% 2.24%
6 Month 7.13% 17.55%
1 Year 23.93% 26.74%
3 Year 21.78% 21.61%
5 Year 28.45% 28.87%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year - 24.39%
3 Year - 29.88%
5 Year - 31.02%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Year 17.25% 16.53%
3 Year 19.58% 17.99%
5 Year 16.73% 15.23%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 15.17% 14.09%
Sharp 1.2% 1%
Beta 0.8% 0.75%
Alpha 4% 1.64%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Name Dhruv Muchhal Rohit Seksaria
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 15
HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 6.79 4.61
Small Cap 81.19 85.31
Large Cap 3.89 3.23
Mid Cap 8.13 6.85

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 6.79 4.61
Commercial Services & Supplies 10.2 -
Transport Services 7.22 0.28
Banks 8.48 7.91
Entertainment 2.23 1.4
Consumer Durables 6.43 8.18
Healthcare Services 7.32 3.54
Fertilizers & Agrochemicals 3.13 1.69
Ferrous Metals 2.16 -
Construction 7.06 4.26
Power 0.43 -
Chemicals & Petrochemicals 1.8 3.04
Industrial Products 4.99 10.56
Leisure Services 1.56 3.37
IT - Services 0.19 4.96
Beverages 0.73 1.8
Auto Components 7.57 5.11
Media 0.57 -
Agricultural, Commercial & Construction Vehicles 0.27 -
IT - Software 4 4.07
Industrial Manufacturing 1.49 0.86
Pharmaceuticals & Biotechnology 4.06 4.78
Electrical Equipment 3 2.09
Retailing 2.02 -
Transport Infrastructure 0.52 -
Personal Products 1.31 2.27
Other Utilities 0.79 -
Finance 0.72 5.47
Capital Markets 1.21 7.76
Textiles & Apparels 1.75 0.83
Realty - 3.42
Petroleum Products - 0.95
Agricultural Food & other Products - 0.94
Automobiles - 0.83
Gas - 1.7
Cement & Cement Products - 1.67
Other Consumer Services - 1.06
Insurance - 0.59

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