- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 1.35% | 3.46% |
| 6 Month | -10.48% | -10.47% |
| 1 Year | -2.4% | 0.06% |
| 3 Year | 19.3% | 17.22% |
| 5 Year | 33.59% | 31.45% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.12% | -0.29% |
| 1 Year | -10.97% | -8.28% |
| 3 Year | 16.34% | 16.71% |
| 5 Year | 22.69% | 21.34% |
Rolling Lumpsum Returns
| 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% |
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% | 0.52% |
| Beta | 0.784% | 0.77% |
| Alpha | 1.828% | 0.22% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 8.14 |
| Small Cap | 80.87 | 83.41 |
| Mid Cap | 8.61 | 2.94 |
| Large Cap | 3.87 | 5.51 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.66 | 8.9 |
| Industrials | 23.81 | 19.46 |
| Consumer Cyclical | 18.74 | 18.36 |
| Consumer Defensive | 2.16 | 4.93 |
| Financial Services | 12.19 | 17.68 |
| Communication Services | 2.25 | 3.59 |
| Healthcare | 12.18 | 9.08 |
| Basic Materials | 6.7 | 9.08 |
| Utilities | 0.43 | 1.22 |
| Technology | 14.88 | 4.4 |
| Real Estate | - | 3.3 |
Top Comparisons
LIC MF Short Term Debt Fund Regular - Growth
3Y Returns6.28%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.89%
Franklin India Technology Fund-Growth
3Y Returns15.61%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan
3Y Returns8.35%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.08%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns20.24%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns16.43%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns14.55%
