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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) | ₹31230 Cr | ₹15453 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 | 2.92% | 2.57% |
| 6 Month | -8.01% | -12.55% |
| 1 Year | -0.79% | -1.39% |
| 3 Year | 19.93% | 18.19% |
| 5 Year | 34.21% | 34.99% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.12% | -4.76% |
| 1 Year | -10.97% | -17.7% |
| 3 Year | 16.34% | 15.15% |
| 5 Year | 22.69% | 22.97% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.52% | 19.2% |
| 3 Year | 19.66% | 23.02% |
| 5 Year | 16.96% | 15.83% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.223% | 18.203% |
| Sharp | 0.719% | 0.572% |
| Beta | 0.784% | 0.882% |
| Alpha | 1.828% | -0.639% |
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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 | 6.66 | 3.74 |
| Small Cap | 80.87 | 72.68 |
| Mid Cap | 8.61 | 21 |
| Large Cap | 3.87 | 2.59 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.66 | 6.47 |
| Industrials | 23.81 | 27.7 |
| Consumer Cyclical | 18.74 | 16.29 |
| Consumer Defensive | 2.16 | 3.38 |
| Financial Services | 12.19 | 14.59 |
| Communication Services | 2.25 | - |
| Healthcare | 12.18 | 4.47 |
| Basic Materials | 6.7 | 10.53 |
| Utilities | 0.43 | - |
| Technology | 14.88 | 9.98 |
| Real Estate | - | 5.2 |
| Energy | - | 1.4 |
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