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HDFC Small Cap Fund vs Tata Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36828 Cr | ₹11637 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 4.59% |
| Expense Ratio | 1.57 | 1.7 |
| Manager | Dhruv Muchhal | Chandraprakash Padiyar |
| ISIN Code | INF179KA1RZ8 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.61% | -0.83% |
| 6 Month | 17.02% | 9.4% |
| 1 Year | 2.98% | -9.47% |
| 3 Year | 23.07% | 19.58% |
| 5 Year | 30.67% | 29.12% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.56% | -0.75% |
| 1 Year | 12.45% | 5.06% |
| 3 Year | 15.52% | 13.85% |
| 5 Year | 19.98% | 19.02% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.38% | 23.4% |
| 3 Year | 19.84% | 28.5% |
| 5 Year | 17.49% | 30.65% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.31% | 16.07% |
| Sharp | 1.02% | 0.80% |
| Beta | 0.76% | 0.76% |
| Alpha | 2.98% | 0.09% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Chandraprakash Padiyar |
| Total AUM | ₹520687 Cr | ₹15627 Cr |
| Funds Managed | 40 | 3 |
| HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.74 | 17.27 |
| Small Cap | 75.89 | 76.22 |
| Mid Cap | 8.72 | 6.51 |
| Large Cap | 4.65 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.19 | 11.94 |
| Industrials | 22.54 | 24.95 |
| Consumer Cyclical | 19.02 | 17.32 |
| Consumer Defensive | 2.9 | 1.79 |
| Financial Services | 11.35 | 4.77 |
| Communication Services | 1.79 | - |
| Healthcare | 12.29 | 7.47 |
| Basic Materials | 7.07 | 19.12 |
| Utilities | 0 | 1.19 |
| Technology | 12.85 | 6.74 |
| Real Estate | - | 4.7 |
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