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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 | Average | Very High |
| Asset Size (Cr) | ₹11324 Cr | ₹15969 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 | -5.51% | -6.38% |
| 6 Month | -14.83% | -10.12% |
| 1 Year | -3.66% | -1.26% |
| 3 Year | 14.19% | 16.88% |
| 5 Year | 21.75% | 22.7% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -11.74% | -10.89% |
| 1 Year | -21.31% | -17.62% |
| 3 Year | 0.89% | 1.38% |
| 5 Year | 10.6% | 11.2% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 20.4% | 15.08% |
| 3 Year | 28.09% | 22.21% |
| 5 Year | 29.52% | 17.17% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.28% | 14.69% |
| Sharp | 0.61% | 0.71% |
| Beta | 0.76% | 0.89% |
| Alpha | -2.01% | -1.18% |
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 | 14.16 | 8.13 |
| Small Cap | 77.85 | 71.77 |
| Mid Cap | 8 | 18.01 |
| Large Cap | - | 2.09 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.79 | 1.11 |
| Industrials | 30.21 | 23.28 |
| Healthcare | 5.97 | 10 |
| Basic Materials | 17.18 | 7.84 |
| Consumer Cyclical | 17.09 | 17.27 |
| Financial Services | 6.24 | 22.65 |
| Technology | 6.27 | 9.63 |
| Utilities | 1.32 | - |
| Real Estate | 4.06 | 3.01 |
| Consumer Defensive | 1.87 | 4.39 |
| Energy | - | 0.82 |
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