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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) | ₹11792 Cr | ₹16548 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 | -6.57% | -4.18% |
| 6 Month | -7.14% | -4.06% |
| 1 Year | -15.45% | -14.26% |
| 3 Year | 14.64% | 16.78% |
| 5 Year | 23.76% | 25.22% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.96% | -3.46% |
| 1 Year | -8.9% | -0.14% |
| 3 Year | 7% | 9.13% |
| 5 Year | 14.45% | 15.81% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 21.92% | 15.36% |
| 3 Year | 28.24% | 22.44% |
| 5 Year | 29.97% | 17.02% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.32% | 18.31% |
| Sharp | 0.59% | 0.66% |
| Beta | 0.77% | 0.90% |
| Alpha | -1.52% | -0.89% |
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 | 18.19 | 4.05 |
| Small Cap | 74.45 | 74.12 |
| Mid Cap | 7.36 | 19.76 |
| Large Cap | - | 2.07 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.98 | 2.62 |
| Industrials | 25.91 | 26.38 |
| Healthcare | 5.46 | 8.77 |
| Basic Materials | 18.09 | 8.97 |
| Consumer Cyclical | 17.84 | 15.98 |
| Financial Services | 5.66 | 17.59 |
| Technology | 6.66 | 10.38 |
| Utilities | 1.2 | - |
| Real Estate | 4.44 | 3.91 |
| Consumer Defensive | 1.77 | 4.58 |
| Energy | - | 0.82 |
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