HDFC Small Cap Fund vs HSBC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon 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 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 Very High
Asset Size (Cr) ₹33504 Cr ₹16920 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 Index BSE 250 SmallCap Index
Turn Over 10.02% 15%
Expense Ratio 1.57 1.68
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 -4.79% 7.2%
6 Month 7.13% 6.97%
1 Year 23.93% 29.52%
3 Year 21.78% 25.89%
5 Year 28.45% 31.68%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year - 28.16%
3 Year - 33.21%
5 Year - 35.83%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
1 Year 17.25% 18.47%
3 Year 19.58% 22.98%
5 Year 16.73% 14.99%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
Standard Deviation 15.17% 14.69%
Sharp 1.2% 1.4%
Beta 0.8% 0.8%
Alpha 4% 7.09%

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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 3.91
Small Cap 81.19 72.94
Large Cap 3.89 3.03
Mid Cap 8.13 20.12

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

HSBC Small Cap Fund - Regular Growth

Others 6.79 2.51
Commercial Services & Supplies 10.2 -
Transport Services 7.22 -
Banks 8.48 -
Entertainment 2.23 -
Consumer Durables 6.43 -
Healthcare Services 7.32 -
Fertilizers & Agrochemicals 3.13 -
Ferrous Metals 2.16 -
Construction 7.06 12.47
Power 0.43 -
Chemicals & Petrochemicals 1.8 -
Industrial Products 4.99 -
Leisure Services 1.56 -
IT - Services 0.19 -
Beverages 0.73 -
Auto Components 7.57 -
Media 0.57 -
Agricultural, Commercial & Construction Vehicles 0.27 -
IT - Software 4 -
Industrial Manufacturing 1.49 -
Pharmaceuticals & Biotechnology 4.06 -
Electrical Equipment 3 -
Retailing 2.02 -
Transport Infrastructure 0.52 -
Personal Products 1.31 -
Other Utilities 0.79 -
Finance 0.72 -
Capital Markets 1.21 -
Textiles & Apparels 1.75 -
Financial - 7.98
Materials - 9.17
Services - 10.12
Automobile - 3.89
Healthcare - 5.3
Technology - 5.93
Consumer Staples - 5.57
Chemicals - 1.41
Metals & Mining - 8.71
Consumer Discretionary - 2.17
Textiles - 3.7
Capital Goods - 17.67
Diversified - 3.4

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