Quant Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹38020 Cr | ₹25183 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | % |
| Expense Ratio | 1.57 | 1.6 |
| Manager | Dhruv Muchhal | Sanjeev Sharma |
| ISIN Code | INF179KA1RZ8 | INF966L01AA0 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant 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 | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -3.63% | -4.76% |
| 6 Month | 0.03% | -1.35% |
| 1 Year | -3.89% | -6.59% |
| 3 Year | 19.47% | 19.33% |
| 5 Year | 24.93% | 29.1% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.75% | -1.76% |
| 1 Year | 9.22% | 6.18% |
| 3 Year | 13% | 12.56% |
| 5 Year | 17.94% | 19.12% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.77% | 9.79% |
| 3 Year | 20% | 10.56% |
| 5 Year | 17.7% | 10.66% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.43% | 18.497% |
| Sharp | 0.88% | 0.792% |
| Beta | 0.76% | 0.929% |
| Alpha | 2.62% | 1.342% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sanjeev Sharma |
| Total AUM | ₹520687 Cr | ₹39731 Cr |
| Funds Managed | 40 | 22 |
| HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.69 | 16.88 |
| Small Cap | 73.73 | 61.43 |
| Mid Cap | 8.91 | 0.95 |
| Large Cap | 5.67 | 20.74 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.01 | 7.68 |
| Industrials | 20.79 | 6.74 |
| Consumer Cyclical | 18.73 | 12.63 |
| Consumer Defensive | 3.66 | 4.08 |
| Financial Services | 12.58 | 19.33 |
| Communication Services | 1.63 | 3.03 |
| Healthcare | 11.87 | 13.85 |
| Basic Materials | 6.86 | 7.4 |
| Technology | 12.89 | 2.78 |
| Energy | - | 17.04 |
| Real Estate | - | 2.48 |
| Utilities | - | 2.95 |
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