Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Small Cap Fund vs HDFC Small Cap Fund compare

Link copied to clipboard!

tortoise-icon HDFC Small Cap Fund Regular Growth

Invest Now

tortoise-icon Tata Small Cap Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth
Fund HDFC Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹31230 Cr ₹8883 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 03 Apr 2008 12 Nov 2018
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over 10.02% 4.59%
Expense Ratio 1.57 1.7
Manager Dhruv Muchhal Chandraprakash Padiyar
ISIN Code INF179KA1RZ8 INF277K015O2
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 Tata Small Cap Fund - Regular Plan - 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 Tata Small Cap Fund Regular Growth
1 Month 5.98% 2.88%
6 Month -0.82% -5.92%
1 Year 5.56% 6.16%
3 Year 25.4% 23.65%
5 Year 37.39% 36.52%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth
6 Month 5.75% 1.7%
1 Year 1.17% -6.62%
3 Year 19.59% 18.71%
5 Year 24.07% 23.88%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth
1 Year 17.52% 28.19%
3 Year 19.66% 29.82%
5 Year 16.96% 28.63%

Risk Management

Scheme Name HDFC Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth
Standard Deviation 16.223% 15.861%
Sharp 0.719% 0.793%
Beta 0.784% 0.736%
Alpha 1.828% 3.356%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth
Name Dhruv Muchhal Chandraprakash Padiyar
Total AUM ₹520687 Cr ₹15627 Cr
Funds Managed 40 3
HDFC Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

Market Cap

Scheme Name

HDFC Small Cap Fund Regular Growth

Tata Small Cap Fund Regular Growth

Others 6.66 7.03
Small Cap 80.87 84.22
Mid Cap 8.61 8.75
Large Cap 3.87 -

Sector Allocation

Scheme Name

HDFC Small Cap Fund Regular Growth

Tata Small Cap Fund Regular Growth

Others 6.66 8.25
Industrials 23.81 24.35
Consumer Cyclical 18.74 15.97
Consumer Defensive 2.16 3.84
Financial Services 12.19 8.32
Communication Services 2.25 -
Healthcare 12.18 10.59
Basic Materials 6.7 18.16
Utilities 0.43 0.82
Technology 14.88 5.85
Real Estate - 3.86

Top Comparisons

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.98%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns10.32%

Compare Now

HDFC Gilt Fund - Growth Plan HDFC Gilt Fund - Growth Plan

3Y Returns8.39%

VS

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns8.94%

Compare Now

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns23.28%

VS

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns29.47%

Compare Now

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns28.07%

VS

Aditya Birla Sun Life MidCap Fund-Growth Aditya Birla Sun Life MidCap Fund-Growth

3Y Returns21.07%

Compare Now
Add to Cart Successfully