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) | ₹35781 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 | 0.95% | -1.08% |
6 Month | 12.81% | 9.03% |
1 Year | 1.79% | -6.79% |
3 Year | 25.97% | 27.57% |
5 Year | 33.37% | 39.6% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 12.45% | 7.98% |
1 Year | 16.33% | 5.14% |
3 Year | 21.52% | 20.84% |
5 Year | 24.41% | 26.27% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 16.61% | 10.37% |
3 Year | 19.63% | 10.4% |
5 Year | 17.14% | 10.21% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.99% | 18.497% |
Sharp | 1.30% | 0.792% |
Beta | 0.80% | 0.929% |
Alpha | 2.79% | 1.342% |
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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 | 7.22 | 9.12 |
Small Cap | 80.6 | 67.02 |
Mid Cap | 8.23 | 0.82 |
Large Cap | 3.95 | 23.05 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 6.62 | 4.99 |
Industrials | 23.98 | 7.26 |
Consumer Cyclical | 17.8 | 13.61 |
Consumer Defensive | 1.93 | 4.86 |
Financial Services | 14.12 | 17.95 |
Communication Services | 1.81 | 3.26 |
Healthcare | 12.19 | 13.98 |
Basic Materials | 7.29 | 9.28 |
Utilities | 0.37 | 2.96 |
Technology | 13.89 | 2.95 |
Energy | - | 17.29 |
Real Estate | - | 1.62 |
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