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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) | ₹38412 Cr | ₹3496 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 | -1.59% | -1.33% |
| 6 Month | 4.73% | 4.54% |
| 1 Year | 4.5% | 4.84% |
| 3 Year | 21.14% | 20.16% |
| 5 Year | 27.26% | 24.8% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.68% | 0.3% |
| 1 Year | 10.66% | 11.48% |
| 3 Year | 15.16% | 15.66% |
| 5 Year | 19.74% | 18.41% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.06% | 14.54% |
| 3 Year | 19.99% | 18.47% |
| 5 Year | 17.66% | 15.78% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.31% | 14.09% |
| Sharp | 1.02% | 0.92% |
| Beta | 0.76% | 0.77% |
| Alpha | 2.98% | 1.05% |
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 |
Top Comparisons
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.01%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns17.8%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.32%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.38%
Bandhan Floater Fund Regular - Growth
3Y Returns7.51%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.87%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.71%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns11.37%
