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SBI Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
SBI Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36294 Cr | ₹35245 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 09 Sep 2009 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 9% |
| Expense Ratio | 1.57 | 1.58 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179KA1RZ8 | INF200K01T28 |
| 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 | SBI Small Cap Fund - Regular Plan - 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 | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.99% | 3.94% |
| 6 Month | 26.96% | 17.52% |
| 1 Year | 0.3% | -6.41% |
| 3 Year | 23.16% | 15.14% |
| 5 Year | 29.66% | 23.46% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 7.65% | 4.02% |
| 1 Year | 18.5% | 7.75% |
| 3 Year | 19.59% | 13.64% |
| 5 Year | 22.66% | 16.84% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.84% | 17.34% |
| 3 Year | 19.76% | 23.66% |
| 5 Year | 17.3% | 22.84% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.29% | 11.59% |
| Sharp | 0.99% | 0.66% |
| Beta | 0.76% | 0.69% |
| Alpha | 3.13% | -2.11% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.49 | 18.88 |
| Small Cap | 78.55 | 79.51 |
| Mid Cap | 8.23 | 1.61 |
| Large Cap | 3.74 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.93 | 16.66 |
| Industrials | 23.59 | 26 |
| Consumer Cyclical | 18.21 | 19.12 |
| Consumer Defensive | 2.24 | 4.29 |
| Financial Services | 11.31 | 13.47 |
| Communication Services | 1.75 | 1.44 |
| Healthcare | 12.61 | 2.6 |
| Basic Materials | 7.92 | 13.73 |
| Utilities | 0.36 | 0.23 |
| Technology | 13.07 | 1.19 |
| Real Estate | - | 1.26 |
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