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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) | ₹38020 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 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 | -3.71% | -2.71% |
| 6 Month | 0.29% | 0.36% |
| 1 Year | -5.05% | -3.78% |
| 3 Year | 19.38% | 19.45% |
| 5 Year | 25.35% | 22.95% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.75% | -0.73% |
| 1 Year | 9.22% | 10.98% |
| 3 Year | 13% | 13.87% |
| 5 Year | 17.94% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.92% | 14.39% |
| 3 Year | 20.01% | 18.55% |
| 5 Year | 17.67% | 15.79% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.43% | 15.79% |
| Sharp | 0.88% | 0.83% |
| Beta | 0.76% | 0.77% |
| Alpha | 2.62% | 1.89% |
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 | 11.15 | 9.85 |
| Small Cap | 74.68 | 81.65 |
| Mid Cap | 9.02 | 2.26 |
| Large Cap | 5.15 | 6.23 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.41 | 7.44 |
| Industrials | 21.41 | 18.24 |
| Consumer Cyclical | 18.78 | 19.13 |
| Consumer Defensive | 3.31 | 2.59 |
| Financial Services | 11.86 | 18.65 |
| Communication Services | 1.87 | 5.41 |
| Healthcare | 12.32 | 11.99 |
| Basic Materials | 6.64 | 8.49 |
| Technology | 13.39 | 4.38 |
| Utilities | - | 1.09 |
| Real Estate | - | 2.58 |
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