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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) | ₹8883 Cr | ₹15453 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 | 0.89% | 2.57% |
| 6 Month | -12.72% | -12.55% |
| 1 Year | 2.65% | -1.39% |
| 3 Year | 19.91% | 18.19% |
| 5 Year | 34.31% | 34.99% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.1% | -4.76% |
| 1 Year | -12.71% | -17.7% |
| 3 Year | 17.26% | 15.15% |
| 5 Year | 23.52% | 22.97% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 28.19% | 19.2% |
| 3 Year | 29.82% | 23.02% |
| 5 Year | 28.63% | 15.83% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.861% | 18.203% |
| Sharp | 0.793% | 0.572% |
| Beta | 0.736% | 0.882% |
| Alpha | 3.356% | -0.639% |
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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 | 7.03 | 3.74 |
| Small Cap | 84.22 | 72.68 |
| Mid Cap | 8.75 | 21 |
| Large Cap | - | 2.59 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.25 | 6.47 |
| Healthcare | 10.59 | 4.47 |
| Basic Materials | 18.16 | 10.53 |
| Consumer Cyclical | 15.97 | 16.29 |
| Financial Services | 8.32 | 14.59 |
| Technology | 5.85 | 9.98 |
| Real Estate | 3.86 | 5.2 |
| Industrials | 24.35 | 27.7 |
| Consumer Defensive | 3.84 | 3.38 |
| Utilities | 0.82 | - |
| Energy | - | 1.4 |
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