HSBC Small Cap Fund vs HDFC Small Cap Fund compare

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)	₹36828 Cr	₹16041 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	2.61%	2.07%
6 Month	17.02%	10.57%
1 Year	2.98%	-6.81%
3 Year	23.07%	19.66%
5 Year	30.67%	29.88%

SIP Return Analysis

Scheme Name	HDFC Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
6 Month	0.56%	-1.53%
1 Year	12.45%	2.16%
3 Year	15.52%	11.77%
5 Year	19.98%	17.93%

Rolling Lumpsum Returns

Scheme Name	HDFC Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Year	15.38%	15.99%
3 Year	19.84%	22.74%
5 Year	17.49%	16.77%

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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