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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 | Average |
| Asset Size (Cr) | ₹38412 Cr | ₹11792 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 | 1.26% | -1.43% |
| 6 Month | 8.01% | 0.72% |
| 1 Year | 6.64% | -6.94% |
| 3 Year | 22.38% | 18.15% |
| 5 Year | 28.43% | 26.77% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.79% | -4.94% |
| 1 Year | 15.41% | -2.33% |
| 3 Year | 16.14% | 10.88% |
| 5 Year | 20.04% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.06% | 22.31% |
| 3 Year | 19.99% | 28.33% |
| 5 Year | 17.66% | 30.21% |
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 | 11.15 | 18.19 |
| Small Cap | 74.68 | 74.45 |
| Mid Cap | 9.02 | 7.36 |
| Large Cap | 5.15 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.41 | 12.98 |
| Industrials | 21.41 | 25.91 |
| Consumer Cyclical | 18.78 | 17.84 |
| Consumer Defensive | 3.31 | 1.77 |
| Financial Services | 11.86 | 5.66 |
| Communication Services | 1.87 | - |
| Healthcare | 12.32 | 5.46 |
| Basic Materials | 6.64 | 18.09 |
| Technology | 13.39 | 6.66 |
| Utilities | - | 1.2 |
| Real Estate | - | 4.44 |
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