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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) | ₹38020 Cr | ₹11410 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 | -4.12% | -5.28% |
| 6 Month | 0.13% | -8.58% |
| 1 Year | -4.47% | -16.17% |
| 3 Year | 19.58% | 14.46% |
| 5 Year | 24.96% | 23.52% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.75% | -7.64% |
| 1 Year | 9.22% | -7.56% |
| 3 Year | 13% | 7.43% |
| 5 Year | 17.94% | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.92% | 21.92% |
| 3 Year | 20.01% | 28.24% |
| 5 Year | 17.67% | 29.97% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.43% | 16.32% |
| Sharp | 0.88% | 0.59% |
| Beta | 0.76% | 0.77% |
| Alpha | 2.62% | -1.52% |
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 | 11.69 | 14.24 |
| Small Cap | 73.73 | 78.23 |
| Mid Cap | 8.91 | 7.53 |
| Large Cap | 5.67 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.01 | 9.49 |
| Industrials | 20.79 | 29.57 |
| Consumer Cyclical | 18.73 | 18.1 |
| Consumer Defensive | 3.66 | 1.96 |
| Financial Services | 12.58 | 6.02 |
| Communication Services | 1.63 | - |
| Healthcare | 11.87 | 5.62 |
| Basic Materials | 6.86 | 17.36 |
| Technology | 12.89 | 6.53 |
| Utilities | - | 1.24 |
| Real Estate | - | 4.12 |
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