- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
Tata Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
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 | Average |
| Asset Size (Cr) | ₹38020 Cr | ₹11410 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 | -2.31% | -2.95% |
| 6 Month | -0.59% | -9.31% |
| 1 Year | -0.18% | -12.37% |
| 3 Year | 21.26% | 15.99% |
| 5 Year | 24.98% | 23.85% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.81% | -6.89% |
| 1 Year | 8.55% | -7.92% |
| 3 Year | 12.63% | 6.64% |
| 5 Year | 17.92% | 14.22% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.77% | 21.4% |
| 3 Year | 20% | 28.16% |
| 5 Year | 17.7% | 29.84% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.43% | 16.32% |
| Sharp | 0.88% | 0.59% |
| Beta | 0.76% | 0.77% |
| Alpha | 2.62% | -1.52% |
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 | 11.69 | 14.24 |
| Small Cap | 73.73 | 78.23 |
| Mid Cap | 8.91 | 7.53 |
| Large Cap | 5.67 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.01 | 9.49 |
| Industrials | 20.79 | 29.57 |
| Consumer Cyclical | 18.73 | 18.1 |
| Consumer Defensive | 3.66 | 1.96 |
| Financial Services | 12.58 | 6.02 |
| Communication Services | 1.63 | - |
| Healthcare | 11.87 | 5.62 |
| Basic Materials | 6.86 | 17.36 |
| Technology | 12.89 | 6.53 |
| Utilities | - | 1.24 |
| Real Estate | - | 4.12 |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.53%
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth
3Y Returns14.85%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns18.78%
HDFC Overnight Fund - Growth Option
3Y Returns6.27%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.36%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
HSBC Liquid Fund - Regular Growth
3Y Returns6.95%
