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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 | Very High |
| Asset Size (Cr) | ₹36294 Cr | ₹11416 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 | 4.44% | 3.65% |
| 6 Month | 28% | 17.9% |
| 1 Year | 0.8% | -7.03% |
| 3 Year | 23.32% | 20.78% |
| 5 Year | 29.77% | 29.05% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 7.65% | 3.41% |
| 1 Year | 18.5% | 5.72% |
| 3 Year | 19.59% | 17.07% |
| 5 Year | 22.66% | 21.35% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.84% | 25.17% |
| 3 Year | 19.76% | 28.72% |
| 5 Year | 17.3% | 31.28% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.29% | 16.01% |
| Sharp | 0.99% | 0.86% |
| Beta | 0.76% | 0.77% |
| Alpha | 3.13% | 1.63% |
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 | 10.9 | 15.25 |
| Small Cap | 77.14 | 78.14 |
| Mid Cap | 8.29 | 6.61 |
| Large Cap | 3.66 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.36 | 12.45 |
| Industrials | 22.28 | 24.88 |
| Consumer Cyclical | 18.62 | 18.03 |
| Consumer Defensive | 2.29 | 2.24 |
| Financial Services | 10.72 | 4.73 |
| Communication Services | 1.87 | - |
| Healthcare | 12.52 | 8.98 |
| Basic Materials | 7.57 | 19.39 |
| Utilities | 0.31 | 1.05 |
| Technology | 13.47 | 4.08 |
| Real Estate | - | 4.17 |
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