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HSBC Small Cap Fund vs Tata Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund Regular Growth

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tortoise-icon HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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