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Sundaram Small Cap Fund Regular Plan vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund Regular Growth

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tortoise-icon Sundaram Small Cap Fund Regular Plan - 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 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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