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) | ₹16041 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 | 3.14% | 4.21% |
| 6 Month | 10.68% | 10.71% |
| 1 Year | -2.45% | 0.94% |
| 3 Year | 19.94% | 24.19% |
| 5 Year | 29.77% | 33.81% |
SIP Return Analysis
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.28% | 2.46% |
| 1 Year | 4.86% | 11.98% |
| 3 Year | 13.99% | 17.39% |
| 5 Year | 19.39% | 22.94% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.99% | 10.2% |
| 3 Year | 22.74% | 10.46% |
| 5 Year | 16.77% | 10.35% |
Risk Management
| Scheme Name | HSBC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.17% | 18.497% |
| Sharp | 0.69% | 0.792% |
| Beta | 0.91% | 0.929% |
| Alpha | -2.37% | 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 | 4.62 | 16.55 |
| Small Cap | 72.7 | 63.1 |
| Large Cap | 2.09 | 19.83 |
| Mid Cap | 20.58 | 0.52 |
Sector Allocation
| Scheme Name |
HSBC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.9 | 9.04 |
| Consumer Defensive | 4.6 | 4.41 |
| Financial Services | 15.29 | 17.06 |
| Consumer Cyclical | 16.07 | 12.69 |
| Healthcare | 8.27 | 14.71 |
| Industrials | 27.42 | 6.74 |
| Technology | 9.37 | 2.46 |
| Basic Materials | 10.54 | 8.01 |
| Real Estate | 3.67 | 2.61 |
| Energy | 0.87 | 16.38 |
| Communication Services | - | 2.91 |
| Utilities | - | 2.98 |
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