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Quant Small Cap Fund vs HSBC Small Cap Fund compare
HSBC Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HSBC 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) | ₹15453 Cr | ₹25183 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 May 2014 | 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 | 15% | % |
| Expense Ratio | 1.67 | 1.6 |
| Manager | Venugopal Manghat | Sanjeev Sharma |
| ISIN Code | INF917K01QC7 | INF966L01AA0 |
| Exits Load | HSBC 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 | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.57% | 4.36% |
| 6 Month | -12.55% | -9.64% |
| 1 Year | -1.39% | -5.17% |
| 3 Year | 18.19% | 21.61% |
| 5 Year | 34.99% | 46.45% |
SIP Return Analysis
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.76% | -1.09% |
| 1 Year | -17.7% | -14.02% |
| 3 Year | 15.15% | 19.88% |
| 5 Year | 22.97% | 28.43% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 19.2% | 10.46% |
| 3 Year | 23.02% | 10.33% |
| 5 Year | 15.83% | 10.13% |
Risk Management
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.203% | 18.497% |
| Sharp | 0.572% | 0.792% |
| Beta | 0.882% | 0.929% |
| Alpha | -0.639% | 1.342% |
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Fund Managers
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Venugopal Manghat | Sanjeev Sharma |
| Total AUM | ₹41442 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HSBC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.74 | 10.03 |
| Small Cap | 72.68 | 63.33 |
| Mid Cap | 21 | 3.42 |
| Large Cap | 2.59 | 23.22 |
Sector Allocation
| Scheme Name |
HSBC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.47 | 9.23 |
| Financial Services | 14.59 | 15.78 |
| Consumer Cyclical | 16.29 | 14.28 |
| Healthcare | 4.47 | 13.56 |
| Industrials | 27.7 | 4.46 |
| Technology | 9.98 | 2.85 |
| Basic Materials | 10.53 | 8.59 |
| Real Estate | 5.2 | 1.72 |
| Consumer Defensive | 3.38 | 5.01 |
| Energy | 1.4 | 18.22 |
| Communication Services | - | 3.92 |
| Utilities | - | 2.37 |
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