Tata Small Cap Fund vs HSBC Small Cap Fund compare

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Tata Small Cap Fund Regular Growth

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HSBC Small Cap Fund Regular Growth

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Chart Comparison

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

Overview

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Fund	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹11637 Cr	₹15886 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	12 Nov 2018	12 May 2014
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	4.59%	15%
Expense Ratio	1.7	1.67
Manager	Chandraprakash Padiyar	Venugopal Manghat
ISIN Code	INF277K015O2	INF917K01QC7
Exits Load	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	HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Month	-3.66%	-2.17%
6 Month	7.09%	10.25%
1 Year	-12.18%	-11.65%
3 Year	19.95%	19.98%
5 Year	29.37%	30.05%

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
6 Month	0.32%	0.16%
1 Year	4.22%	4.15%
3 Year	14.87%	13.68%
5 Year	19.77%	19.14%

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Year	23.4%	15.99%
3 Year	28.5%	22.74%
5 Year	30.65%	16.77%

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	16.04%	18.17%
Sharp	0.82%	0.69%
Beta	0.78%	0.91%
Alpha	0.42%	-2.37%

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Name	Chandraprakash Padiyar	Venugopal Manghat
Total AUM	₹15627 Cr	₹41442 Cr
Funds Managed	3	7
	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	17.27	4.28
Small Cap	76.22	73.48
Mid Cap	6.51	20.58
Large Cap	-	1.66

Scheme Name	Tata Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	11.94	3.61
Industrials	24.95	27.9
Healthcare	7.47	7.67
Basic Materials	19.12	10.87
Consumer Cyclical	17.32	15.03
Financial Services	4.77	15.38
Technology	6.74	10.03
Utilities	1.19	-
Real Estate	4.7	3.65
Consumer Defensive	1.79	5.1
Energy	-	0.77