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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) | ₹36353 Cr | ₹3394 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 | -2.19% | -4.63% |
| 6 Month | 20.13% | 18.45% |
| 1 Year | 2.42% | 0.46% |
| 3 Year | 23.85% | 19.97% |
| 5 Year | 30.79% | 28.18% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.54% | 4.12% |
| 1 Year | 9.68% | 3.55% |
| 3 Year | 18.16% | 16.3% |
| 5 Year | 22.21% | 19.44% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.84% | 15.05% |
| 3 Year | 19.76% | 18.08% |
| 5 Year | 17.3% | 15.62% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.41% | 14.09% |
| Sharp | 1.16% | 1.04% |
| Beta | 0.78% | 0.77% |
| Alpha | 3.15% | 1.1% |
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 | 9.49 | 7.93 |
| Small Cap | 78.55 | 85.57 |
| Mid Cap | 8.23 | 0.97 |
| Large Cap | 3.74 | 5.53 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.93 | 5.89 |
| Industrials | 23.59 | 19.06 |
| Consumer Cyclical | 18.21 | 20.38 |
| Consumer Defensive | 2.24 | 3.24 |
| Financial Services | 11.31 | 19.02 |
| Communication Services | 1.75 | 5.23 |
| Healthcare | 12.61 | 11.84 |
| Basic Materials | 7.92 | 8.13 |
| Utilities | 0.36 | 1.15 |
| Technology | 13.07 | 3.41 |
| Real Estate | - | 2.66 |
Top Comparisons
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Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns15.51%
