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) | ₹16203 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 | -1.99% | -2.81% |
| 6 Month | -5.91% | -2.63% |
| 1 Year | -11.91% | -2.63% |
| 3 Year | 19.18% | 21.73% |
| 5 Year | 24.72% | 29.48% |
SIP Return Analysis
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -5.18% | -3.67% |
| 1 Year | -3.27% | 1.14% |
| 3 Year | 8.26% | 11.52% |
| 5 Year | 15.53% | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.24% | 9.79% |
| 3 Year | 22.35% | 10.56% |
| 5 Year | 17.1% | 10.66% |
Risk Management
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.31% | 18.497% |
| Sharp | 0.66% | 0.792% |
| Beta | 0.90% | 0.929% |
| Alpha | -0.89% | 1.342% |
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 | 4.94 | 16.88 |
| Small Cap | 74.91 | 61.43 |
| Large Cap | 2.01 | 20.74 |
| Mid Cap | 18.14 | 0.95 |
Sector Allocation
| Scheme Name |
HSBC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.15 | 7.68 |
| Consumer Defensive | 4.24 | 4.08 |
| Financial Services | 20.3 | 19.33 |
| Consumer Cyclical | 17.14 | 12.63 |
| Healthcare | 9.46 | 13.85 |
| Industrials | 23.58 | 6.74 |
| Technology | 10.63 | 2.78 |
| Real Estate | 4.6 | 2.48 |
| Basic Materials | 7.05 | 7.4 |
| Energy | 0.86 | 17.04 |
| Communication Services | - | 3.03 |
| Utilities | - | 2.95 |
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