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) | ₹31230 Cr | ₹31227 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 | 1.59 |
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 | 8.25% | 4.24% |
6 Month | -1.27% | -3.14% |
1 Year | 6.92% | 3.82% |
3 Year | 26.41% | 19.5% |
5 Year | 36.82% | 30.97% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
6 Month | 5.75% | 3.17% |
1 Year | 1.17% | -4.98% |
3 Year | 19.59% | 14.63% |
5 Year | 24.07% | 19.1% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.52% | 18.16% |
3 Year | 19.66% | 24.15% |
5 Year | 16.96% | 22.56% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.223% | 11.59% |
Sharp | 0.719% | 0.6% |
Beta | 0.784% | 0.7% |
Alpha | 1.828% | -0.04% |
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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 | 6.66 | 21.08 |
Small Cap | 80.87 | 76.63 |
Mid Cap | 8.61 | 2.29 |
Large Cap | 3.87 | - |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
---|---|---|
Others | 6.66 | 21.08 |
Industrials | 23.81 | - |
Consumer Cyclical | 18.74 | - |
Consumer Defensive | 2.16 | - |
Financial Services | 12.19 | - |
Communication Services | 2.25 | - |
Healthcare | 12.18 | - |
Basic Materials | 6.7 | - |
Utilities | 0.43 | - |
Technology | 14.88 | - |
Food Products | - | 2.3 |
Capital Markets | - | 2.16 |
Chemicals & Petrochemicals | - | 6.57 |
Retailing | - | 3.87 |
Banks | - | 3.72 |
Consumer Durables | - | 8.05 |
Agricultural Food & other Products | - | 1.95 |
Industrial Products | - | 10.35 |
Fertilizers & Agrochemicals | - | 2.38 |
Finance | - | 6.66 |
Electrical Equipment | - | 1.8 |
Entertainment | - | 0.42 |
Construction | - | 5.45 |
Leisure Services | - | 5.62 |
Agricultural, Commercial & Construction Vehicles | - | 0.23 |
Household Products | - | 3.08 |
Auto Components | - | 3.45 |
IT - Software | - | 1.35 |
Cement & Cement Products | - | 0.51 |
Power | - | 0.1 |
Cigarettes & Tobacco Products | - | 0.43 |
Realty | - | 1.4 |
Commercial Services & Supplies | - | 2.25 |
Textiles & Apparels | - | 2.26 |
Healthcare Services | - | 2.56 |
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