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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) | ₹38412 Cr | ₹36945 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 | -3.39% | -2.59% |
| 6 Month | -1.21% | -2.86% |
| 1 Year | -6.02% | -9.79% |
| 3 Year | 19.26% | 12.5% |
| 5 Year | 25.27% | 19.05% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.73% | -2.21% |
| 1 Year | 9.86% | 2.65% |
| 3 Year | 13.31% | 8.85% |
| 5 Year | 18.23% | 13.04% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.92% | 16.66% |
| 3 Year | 20.01% | 23.44% |
| 5 Year | 17.67% | 22.97% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.43% | 11.59% |
| Sharp | 0.88% | 0.57% |
| Beta | 0.76% | 0.7% |
| Alpha | 2.62% | -2.69% |
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 | 11.15 | 20.04 |
| Small Cap | 74.68 | 78.23 |
| Mid Cap | 9.02 | 1.73 |
| Large Cap | 5.15 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.41 | 16.07 |
| Industrials | 21.41 | 25.63 |
| Consumer Cyclical | 18.78 | 21.28 |
| Consumer Defensive | 3.31 | 3.89 |
| Financial Services | 11.86 | 13.64 |
| Communication Services | 1.87 | 1.42 |
| Healthcare | 12.32 | 2.41 |
| Basic Materials | 6.64 | 13.21 |
| Technology | 13.39 | 0.98 |
| Utilities | - | 0.23 |
| Real Estate | - | 1.25 |
Top Comparisons
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Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
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