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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) | ₹38020 Cr | ₹16203 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 | -2.97% | -3.18% |
| 6 Month | 2.54% | -3.36% |
| 1 Year | -2.76% | -14.69% |
| 3 Year | 19.77% | 17.35% |
| 5 Year | 25.14% | 24.49% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.48% | -5.18% |
| 1 Year | 6.45% | -3.27% |
| 3 Year | 12.55% | 8.26% |
| 5 Year | 17.99% | 15.53% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.77% | 15.24% |
| 3 Year | 20% | 22.35% |
| 5 Year | 17.7% | 17.1% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.43% | 18.31% |
| Sharp | 0.88% | 0.66% |
| Beta | 0.76% | 0.90% |
| Alpha | 2.62% | -0.89% |
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 | 11.69 | 4.94 |
| Small Cap | 73.73 | 74.91 |
| Mid Cap | 8.91 | 18.14 |
| Large Cap | 5.67 | 2.01 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.01 | 2.15 |
| Industrials | 20.79 | 23.58 |
| Consumer Cyclical | 18.73 | 17.14 |
| Consumer Defensive | 3.66 | 4.24 |
| Financial Services | 12.58 | 20.3 |
| Communication Services | 1.63 | - |
| Healthcare | 11.87 | 9.46 |
| Basic Materials | 6.86 | 7.05 |
| Technology | 12.89 | 10.63 |
| Real Estate | - | 4.6 |
| Energy | - | 0.86 |
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