SBI Small Cap Fund vs HDFC Small Cap Fund compare

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HDFC Small Cap Fund Regular Growth

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SBI Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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%

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%

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%

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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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

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	-

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