HSBC Small Cap Fund vs HDFC Small Cap Fund compare

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HDFC Small Cap Fund Regular Growth

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HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹35781 Cr	₹16909 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

Scheme Name	HDFC Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Month	0.95%	-1.82%
6 Month	12.81%	7.74%
1 Year	1.79%	-5.74%
3 Year	25.97%	22.78%
5 Year	33.37%	34.14%

Scheme Name	HDFC Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
6 Month	12.45%	9.89%
1 Year	16.33%	5.85%
3 Year	21.52%	18.96%
5 Year	24.41%	23.54%

Scheme Name	HDFC Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Year	16.61%	17.65%
3 Year	19.63%	22.67%
5 Year	17.14%	16.47%

Scheme Name	HDFC Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	15.99%	18.19%
Sharp	1.30%	1.06%
Beta	0.80%	0.90%
Alpha	2.79%	-1.28%

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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

Scheme Name	HDFC Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	7.22	3.42
Small Cap	80.6	72.11
Mid Cap	8.23	22.31
Large Cap	3.95	2.16

Scheme Name	HDFC Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	6.62	3.42
Industrials	23.98	28.92
Consumer Cyclical	17.8	15.6
Consumer Defensive	1.93	4.31
Financial Services	14.12	16.18
Communication Services	1.81	-
Healthcare	12.19	7.18
Basic Materials	7.29	11.06
Utilities	0.37	-
Technology	13.89	8.65
Real Estate	-	3.79
Energy	-	0.9