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 | 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% |
SIP Return Analysis
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% |
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% | 0.69% |
Beta | 0.784% | 0.77% |
Alpha | 1.828% | 1.31% |
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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 | 6.13 |
Small Cap | 80.87 | 84.96 |
Mid Cap | 8.61 | 2.15 |
Large Cap | 3.87 | 6.23 |
Sector Allocation
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 |
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