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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) | ₹11637 Cr | ₹15886 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 | -2.46% | -1.85% |
| 6 Month | 10.59% | 13.57% |
| 1 Year | -11.18% | -11.36% |
| 3 Year | 19.9% | 19.56% |
| 5 Year | 29.19% | 29.61% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.32% | 0.16% |
| 1 Year | 4.22% | 4.15% |
| 3 Year | 14.87% | 13.68% |
| 5 Year | 19.77% | 19.14% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 23.4% | 15.99% |
| 3 Year | 28.5% | 22.74% |
| 5 Year | 30.65% | 16.77% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.04% | 18.17% |
| Sharp | 0.82% | 0.69% |
| Beta | 0.78% | 0.91% |
| Alpha | 0.42% | -2.37% |
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 | 15.25 | 4.28 |
| Small Cap | 78.14 | 73.48 |
| Mid Cap | 6.61 | 20.58 |
| Large Cap | - | 1.66 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.45 | 3.61 |
| Healthcare | 8.98 | 7.67 |
| Basic Materials | 19.39 | 10.87 |
| Consumer Cyclical | 18.03 | 15.03 |
| Financial Services | 4.73 | 15.38 |
| Technology | 4.08 | 10.03 |
| Utilities | 1.05 | - |
| Real Estate | 4.17 | 3.65 |
| Industrials | 24.88 | 27.9 |
| Consumer Defensive | 2.24 | 5.1 |
| Energy | - | 0.77 |
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