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

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HDFC Small Cap Fund Regular Growth

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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

Scheme Name	HDFC Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	8.25%	7.98%
6 Month	-1.27%	0.08%
1 Year	6.92%	8.66%
3 Year	26.41%	24.33%
5 Year	36.82%	35.02%

Scheme Name	HDFC Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	5.75%	6.93%
1 Year	1.17%	3.3%
3 Year	19.59%	19.95%
5 Year	24.07%	22.7%

Scheme Name	HDFC Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	17.52%	16.78%
3 Year	19.66%	18.05%
5 Year	16.96%	15.38%

Scheme Name	HDFC Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	16.223%	14.09%
Sharp	0.719%	0.69%
Beta	0.784%	0.77%
Alpha	1.828%	1.31%

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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

Scheme Name	HDFC Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	6.66	6.13
Small Cap	80.87	84.96
Mid Cap	8.61	2.15
Large Cap	3.87	6.23

Scheme Name	HDFC Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	6.66	6.13
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	-	3.69
Auto Components	-	6.36
Construction	-	2.73
IT - Services	-	5.03
Industrial Manufacturing	-	1.28
Retailing	-	1.73
Banks	-	7.41
Chemicals & Petrochemicals	-	2.82
Consumer Durables	-	7.87
IT - Software	-	2.54
Pharmaceuticals & Biotechnology	-	5.55
Agricultural Food & other Products	-	2.19
Industrial Products	-	8.5
Fertilizers & Agrochemicals	-	2.1
Finance	-	6.93
Automobiles	-	0.63
Healthcare Services	-	4.43
Entertainment	-	0.95
Gas	-	1.22
Leisure Services	-	3.57
Cement & Cement Products	-	1.79
Other Consumer Services	-	1.17
Electrical Equipment	-	1.53
Insurance	-	0.87
Personal Products	-	1.21
Other Utilities	-	1.4
Realty	-	3.16
Transport Infrastructure	-	1.56
Aerospace & Defense	-	1.83
Textiles & Apparels	-	0.79
Beverages	-	0.5