HSBC Small Cap Fund vs Tata Small Cap Fund compare

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Tata Small Cap Fund Regular Growth

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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)	₹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

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Month	6.96%	7.72%
6 Month	-7.87%	-10.3%
1 Year	5.05%	-1.27%
3 Year	26.95%	25.97%
5 Year	34.5%	35.83%

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
6 Month	9.63%	10.77%
1 Year	3.38%	2.9%
3 Year	20.71%	19.77%
5 Year	24.62%	24.59%

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Year	26.47%	17.65%
3 Year	29.12%	22.67%
5 Year	29.64%	16.47%

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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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

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

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