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HSBC Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36294 Cr | ₹16536 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 15% |
| Expense Ratio | 1.57 | 1.67 |
| Manager | Dhruv Muchhal | Venugopal Manghat |
| ISIN Code | INF179KA1RZ8 | INF917K01QC7 |
| 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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.68% | 3.58% |
| 6 Month | 24.65% | 18.41% |
| 1 Year | -0.04% | -8.57% |
| 3 Year | 22.26% | 18.55% |
| 5 Year | 30.97% | 30.55% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 7.65% | 3.74% |
| 1 Year | 18.5% | 5.14% |
| 3 Year | 19.59% | 15.77% |
| 5 Year | 22.66% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.84% | 16.64% |
| 3 Year | 19.76% | 22.95% |
| 5 Year | 17.3% | 16.64% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.29% | 18.19% |
| Sharp | 0.99% | 0.68% |
| Beta | 0.76% | 0.91% |
| Alpha | 3.13% | -1.90% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Venugopal Manghat |
| Total AUM | ₹520687 Cr | ₹41442 Cr |
| Funds Managed | 40 | 7 |
| HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.49 | 3.42 |
| Small Cap | 78.55 | 72.11 |
| Mid Cap | 8.23 | 22.31 |
| Large Cap | 3.74 | 2.16 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.93 | 3.42 |
| Industrials | 23.59 | 28.92 |
| Consumer Cyclical | 18.21 | 15.6 |
| Consumer Defensive | 2.24 | 4.31 |
| Financial Services | 11.31 | 16.18 |
| Communication Services | 1.75 | - |
| Healthcare | 12.61 | 7.18 |
| Basic Materials | 7.92 | 11.06 |
| Utilities | 0.36 | - |
| Technology | 13.07 | 8.65 |
| Real Estate | - | 3.79 |
| Energy | - | 0.9 |
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