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 | 8.61% | 7.51% |
6 Month | -0.61% | -5.7% |
1 Year | 6.48% | 2.24% |
3 Year | 26.24% | 23.95% |
5 Year | 37.83% | 38.32% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 5.75% | 2.73% |
1 Year | 1.17% | -7.22% |
3 Year | 19.59% | 18.12% |
5 Year | 24.07% | 24.18% |
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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