HDFC Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

Overview

Scheme Name	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
Fund	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹33504 Cr	₹3450 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Apr 2008	15 Feb 2005
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap Index	NIFTY Smallcap 250 TRI
Turn Over	10.02%	22%
Expense Ratio	1.57	1.93
Manager	Dhruv Muchhal	Rohit Seksaria
ISIN Code	INF179KA1RZ8	INF903J01470
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	Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	-4.79%	7.34%
6 Month	7.13%	8.82%
1 Year	23.93%	24.02%
3 Year	21.78%	21.03%
5 Year	28.45%	29.37%

Scheme Name	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	-	25.27%
3 Year	-	30.01%
5 Year	-	31.02%

Scheme Name	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	17.25%	16.53%
3 Year	19.58%	17.99%
5 Year	16.73%	15.23%

Scheme Name	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	15.17%	14.09%
Sharp	1.2%	0.97%
Beta	0.8%	0.75%
Alpha	4%	1.4%

Scheme Name	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
Name	Dhruv Muchhal	Rohit Seksaria
Total AUM	₹520687 Cr	₹0 Cr
Fund Manage	40	15
	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth

Scheme Name	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
Others	6.79	4.61
Small Cap	81.19	85.31
Large Cap	3.89	3.23
Mid Cap	8.13	6.85

Scheme Name	HDFC Small Cap Fund - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
Others	6.79	4.61
Commercial Services & Supplies	10.2	-
Transport Services	7.22	0.28
Banks	8.48	7.91
Entertainment	2.23	1.4
Consumer Durables	6.43	8.18
Healthcare Services	7.32	3.54
Fertilizers & Agrochemicals	3.13	1.69
Ferrous Metals	2.16	-
Construction	7.06	4.26
Power	0.43	-
Chemicals & Petrochemicals	1.8	3.04
Industrial Products	4.99	10.56
Leisure Services	1.56	3.37
IT - Services	0.19	4.96
Beverages	0.73	1.8
Auto Components	7.57	5.11
Media	0.57	-
Agricultural, Commercial & Construction Vehicles	0.27	-
IT - Software	4	4.07
Industrial Manufacturing	1.49	0.86
Pharmaceuticals & Biotechnology	4.06	4.78
Electrical Equipment	3	2.09
Retailing	2.02	-
Transport Infrastructure	0.52	-
Personal Products	1.31	2.27
Other Utilities	0.79	-
Finance	0.72	5.47
Capital Markets	1.21	7.76
Textiles & Apparels	1.75	0.83
Realty	-	3.42
Petroleum Products	-	0.95
Agricultural Food & other Products	-	0.94
Automobiles	-	0.83
Gas	-	1.7
Cement & Cement Products	-	1.67
Other Consumer Services	-	1.06
Insurance	-	0.59