HDFC Small Cap Fund vs HSBC Small Cap Fund compare
HDFC Small Cap Fund - Growth Option
HSBC Small Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Small Cap Fund - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
Fund | HDFC Small Cap Fund - Growth Option | HSBC Small Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹31230 Cr | ₹15453 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Apr 2008 | 12 May 2014 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | 10.02% | 15% |
Expense Ratio | 1.57 | 1.67 |
Manager | Dhruv Muchhal | Venugopal Manghat |
ISIN Code | INF179KA1RZ8 | INF917K01QC7 |
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 | HSBC 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 - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
1 Month | -8.04% | -11.48% |
6 Month | -14.53% | -17.18% |
1 Year | -0.7% | -0.27% |
3 Year | 19.79% | 18.37% |
5 Year | 24.75% | 25.13% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -16.27% | -20.98% |
3 Year | 15.62% | 14.29% |
5 Year | 23.69% | 24.07% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
1 Year | 17.52% | 19.2% |
3 Year | 19.66% | 23.02% |
5 Year | 16.96% | 15.83% |
Risk Management
Scheme Name | HDFC Small Cap Fund - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.712% | 16.675% |
Sharp | 0.796% | 0.756% |
Beta | 0.801% | 0.854% |
Alpha | 1.015% | 0.383% |
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Fund Managers
Scheme Name | HDFC Small Cap Fund - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Venugopal Manghat |
Total AUM | ₹520687 Cr | ₹41442 Cr |
Fund Manage | 40 | 7 |
HDFC Small Cap Fund - Growth Option | HSBC Small Cap Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC Small Cap Fund - Growth Option |
HSBC Small Cap Fund - Regular Growth |
---|---|---|
Others | 6.79 | 1.17 |
Small Cap | 81.19 | 73.18 |
Large Cap | 3.89 | 3.08 |
Mid Cap | 8.13 | 22.57 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund - Growth Option |
HSBC Small Cap Fund - Regular Growth |
---|---|---|
Others | 6.79 | 1.17 |
Commercial Services & Supplies | 10.2 | 1.67 |
Transport Services | 7.22 | - |
Banks | 8.48 | 3.02 |
Entertainment | 2.23 | - |
Consumer Durables | 6.43 | 7.83 |
Healthcare Services | 7.32 | 0.36 |
Fertilizers & Agrochemicals | 3.13 | 2.59 |
Ferrous Metals | 2.16 | - |
Construction | 7.06 | 8.11 |
Power | 0.43 | - |
Chemicals & Petrochemicals | 1.8 | 1.75 |
Industrial Products | 4.99 | 15.58 |
Leisure Services | 1.56 | 1.9 |
IT - Services | 0.19 | - |
Beverages | 0.73 | 1.08 |
Auto Components | 7.57 | 5.47 |
Media | 0.57 | - |
Agricultural, Commercial & Construction Vehicles | 0.27 | - |
IT - Software | 4 | 3.85 |
Industrial Manufacturing | 1.49 | 3.01 |
Pharmaceuticals & Biotechnology | 4.06 | 6.21 |
Electrical Equipment | 3 | 4.47 |
Retailing | 2.02 | 2.24 |
Transport Infrastructure | 0.52 | - |
Personal Products | 1.31 | - |
Other Utilities | 0.79 | - |
Finance | 0.72 | 4.13 |
Capital Markets | 1.21 | 9.27 |
Textiles & Apparels | 1.75 | 4.99 |
Realty | - | 5.29 |
Paper, Forest & Jute Products | - | 2.38 |
Agricultural Food & other Products | - | 1.58 |
Gas | - | 1.5 |
Other Consumer Services | - | 0.23 |
Household Products | - | 0.32 |
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