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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) | ₹38020 Cr | ₹36272 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 | -0.79% | -0.58% |
| 6 Month | 2.85% | -0.26% |
| 1 Year | 0.85% | -5.04% |
| 3 Year | 22.93% | 15.29% |
| 5 Year | 25.52% | 19.33% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.48% | -4.28% |
| 1 Year | 6.45% | -0.94% |
| 3 Year | 12.55% | 7.72% |
| 5 Year | 17.99% | 12.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.77% | 16.64% |
| 3 Year | 20% | 23.4% |
| 5 Year | 17.7% | 22.94% |
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 | 11.69 | 20.28 |
| Small Cap | 73.73 | 78.12 |
| Mid Cap | 8.91 | 1.61 |
| Large Cap | 5.67 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.01 | 14.42 |
| Industrials | 20.79 | 25.37 |
| Consumer Cyclical | 18.73 | 21.74 |
| Consumer Defensive | 3.66 | 3.86 |
| Financial Services | 12.58 | 14.82 |
| Communication Services | 1.63 | 1.33 |
| Healthcare | 11.87 | 2.33 |
| Basic Materials | 6.86 | 12.49 |
| Technology | 12.89 | 2.35 |
| Utilities | - | 0.19 |
| Real Estate | - | 1.09 |
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