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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) | ₹38412 Cr | ₹16548 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 | 1.45% | 0.89% |
| 6 Month | 10% | 4.9% |
| 1 Year | 6.19% | -3.21% |
| 3 Year | 22.12% | 19.56% |
| 5 Year | 28.75% | 28.32% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.79% | -1.58% |
| 1 Year | 15.41% | 4.53% |
| 3 Year | 16.14% | 12.21% |
| 5 Year | 20.04% | 17.86% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.06% | 15.57% |
| 3 Year | 19.99% | 22.55% |
| 5 Year | 17.66% | 16.94% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.31% | 18.19% |
| Sharp | 1.02% | 0.73% |
| Beta | 0.76% | 0.90% |
| Alpha | 2.98% | -1.74% |
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 | 10.74 | 4.62 |
| Small Cap | 75.89 | 72.7 |
| Mid Cap | 8.72 | 20.58 |
| Large Cap | 4.65 | 2.09 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.19 | 3.9 |
| Industrials | 22.54 | 27.42 |
| Consumer Cyclical | 19.02 | 16.07 |
| Consumer Defensive | 2.9 | 4.6 |
| Financial Services | 11.35 | 15.29 |
| Communication Services | 1.79 | - |
| Healthcare | 12.29 | 8.27 |
| Basic Materials | 7.07 | 10.54 |
| Utilities | 0 | - |
| Technology | 12.85 | 9.37 |
| Real Estate | - | 3.67 |
| Energy | - | 0.87 |
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