- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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) | ₹36294 Cr | ₹3282 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 | 4.44% | 5.26% |
| 6 Month | 28% | 24.99% |
| 1 Year | 0.8% | -2.49% |
| 3 Year | 23.32% | 20.44% |
| 5 Year | 29.77% | 26.98% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.65% | 5.06% |
| 1 Year | 18.5% | 13.21% |
| 3 Year | 19.59% | 18.18% |
| 5 Year | 22.66% | 20.16% |
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 | 15.29% | 14.09% |
| Sharp | 0.99% | 0.84% |
| Beta | 0.76% | 0.77% |
| Alpha | 3.13% | 0.54% |
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 | 10.9 | 7.49 |
| Small Cap | 77.14 | 85.9 |
| Mid Cap | 8.29 | 0.99 |
| Large Cap | 3.66 | 5.63 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.36 | 5.27 |
| Industrials | 22.28 | 19.02 |
| Consumer Cyclical | 18.62 | 21.48 |
| Consumer Defensive | 2.29 | 3.12 |
| Financial Services | 10.72 | 17.74 |
| Communication Services | 1.87 | 5.4 |
| Healthcare | 12.52 | 12.28 |
| Basic Materials | 7.57 | 8.03 |
| Utilities | 0.31 | 1.09 |
| Technology | 13.47 | 4.17 |
| Real Estate | - | 2.41 |
Top Comparisons
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns6.73%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.28%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.68%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns7.13%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns12.21%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns18.84%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
