Sundaram Small Cap Fund Regular Plan vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Fund | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹31230 Cr | ₹3168 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Apr 2008 | 15 Feb 2005 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 10.02% | 22% |
Expense Ratio | 1.57 | 1.97 |
Manager | Dhruv Muchhal | Rohit Seksaria |
ISIN Code | INF179KA1RZ8 | INF903J01470 |
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 | Sundaram Small Cap Fund - 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 | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 7.37% | 5.71% |
6 Month | -5.19% | -4.01% |
1 Year | 4.56% | 5.11% |
3 Year | 28.43% | 26.08% |
5 Year | 35.11% | 32.91% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 11.82% | 11.98% |
1 Year | 9.1% | 9.91% |
3 Year | 20.55% | 20.72% |
5 Year | 24.28% | 22.78% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.61% | 15.61% |
3 Year | 19.63% | 17.89% |
5 Year | 17.14% | 15.53% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.223% | 14.09% |
Sharp | 0.719% | 1.03% |
Beta | 0.784% | 0.77% |
Alpha | 1.828% | 1.81% |
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Fund Managers
Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Rohit Seksaria |
Total AUM | ₹520687 Cr | ₹0 Cr |
Funds Managed | 40 | 15 |
HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.66 | 10.65 |
Small Cap | 80.87 | 82.41 |
Mid Cap | 8.61 | 2.01 |
Large Cap | 3.87 | 5.65 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.66 | 10.65 |
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 | - |
Capital Markets | - | 3.35 |
Auto Components | - | 5.62 |
IT - Services | - | 4.99 |
Industrial Manufacturing | - | 1.22 |
Construction | - | 2.37 |
Retailing | - | 1.89 |
Banks | - | 8.86 |
Chemicals & Petrochemicals | - | 2.14 |
Consumer Durables | - | 7.16 |
IT - Software | - | 2.42 |
Pharmaceuticals & Biotechnology | - | 5.38 |
Agricultural Food & other Products | - | 2.13 |
Industrial Products | - | 8.09 |
Fertilizers & Agrochemicals | - | 2.12 |
Finance | - | 6.48 |
Automobiles | - | 0.58 |
Healthcare Services | - | 4.5 |
Entertainment | - | 0.95 |
Gas | - | 1.31 |
Leisure Services | - | 3.32 |
Cement & Cement Products | - | 1.62 |
Other Consumer Services | - | 0.97 |
Electrical Equipment | - | 1.55 |
Insurance | - | 0.83 |
Personal Products | - | 1.26 |
Other Utilities | - | 1.45 |
Realty | - | 3.26 |
Transport Infrastructure | - | 1.55 |
Aerospace & Defense | - | 1.86 |
Textiles & Apparels | - | 0.84 |
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