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HSBC Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Tata 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) | ₹11576 Cr | ₹16536 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2018 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 4.59% | 15% |
| Expense Ratio | 1.7 | 1.67 |
| Manager | Chandraprakash Padiyar | Venugopal Manghat |
| ISIN Code | INF277K015O2 | INF917K01QC7 |
| Exits Load | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -5.05% | -6.12% |
| 6 Month | 12.97% | 10.76% |
| 1 Year | -1.48% | -5.43% |
| 3 Year | 22.2% | 20% |
| 5 Year | 30.4% | 31.01% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.14% | 2.22% |
| 1 Year | -1.48% | -4.98% |
| 3 Year | 16.31% | 14.01% |
| 5 Year | 21.35% | 20.28% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.17% | 16.64% |
| 3 Year | 28.72% | 22.95% |
| 5 Year | 31.28% | 16.64% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.98% | 17.95% |
| Sharp | 1.09% | 0.87% |
| Beta | 0.77% | 0.90% |
| Alpha | 2.78% | -1.55% |
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Venugopal Manghat |
| Total AUM | ₹15627 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.11 | 3.42 |
| Small Cap | 81.63 | 72.11 |
| Mid Cap | 6.26 | 22.31 |
| Large Cap | - | 2.16 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.62 | 3.42 |
| Healthcare | 9.72 | 7.18 |
| Basic Materials | 19.78 | 11.06 |
| Consumer Cyclical | 18.21 | 15.6 |
| Financial Services | 4.82 | 16.18 |
| Technology | 4.63 | 8.65 |
| Utilities | 0.92 | - |
| Real Estate | 4.11 | 3.79 |
| Industrials | 25.55 | 28.92 |
| Consumer Defensive | 2.62 | 4.31 |
| Energy | - | 0.9 |
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