HSBC Small Cap Fund vs Quant Small Cap Fund compare
HSBC Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16548 Cr | ₹25183 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 May 2014 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 15% | % |
| Expense Ratio | 1.67 | 1.6 |
| Manager | Venugopal Manghat | Sanjeev Sharma |
| ISIN Code | INF917K01QC7 | INF966L01AA0 |
| Exits Load | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant 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 | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -4.18% | -3.01% |
| 6 Month | -4.06% | -0.08% |
| 1 Year | -14.26% | -7.89% |
| 3 Year | 16.78% | 20.33% |
| 5 Year | 25.22% | 30.01% |
SIP Return Analysis
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.46% | -1.31% |
| 1 Year | -0.14% | 5.35% |
| 3 Year | 9.13% | 12.4% |
| 5 Year | 15.81% | 19.24% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.36% | 9.81% |
| 3 Year | 22.44% | 10.55% |
| 5 Year | 17.02% | 10.65% |
Risk Management
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.19% | 18.497% |
| Sharp | 0.73% | 0.792% |
| Beta | 0.90% | 0.929% |
| Alpha | -1.74% | 1.342% |
Fund Managers
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Venugopal Manghat | Sanjeev Sharma |
| Total AUM | ₹41442 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HSBC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.05 | 17.59 |
| Small Cap | 74.12 | 61.77 |
| Large Cap | 2.07 | 20.16 |
| Mid Cap | 19.76 | 0.48 |
Sector Allocation
| Scheme Name |
HSBC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.62 | 10.33 |
| Consumer Defensive | 4.58 | 4.24 |
| Financial Services | 17.59 | 17.45 |
| Consumer Cyclical | 15.98 | 12.17 |
| Healthcare | 8.77 | 13.88 |
| Industrials | 26.38 | 6.83 |
| Technology | 10.38 | 2.42 |
| Basic Materials | 8.97 | 7.7 |
| Real Estate | 3.91 | 2.48 |
| Energy | 0.82 | 16.52 |
| Communication Services | - | 2.86 |
| Utilities | - | 3.13 |
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