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HDFC Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
HDFC Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹3168 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 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 22% |
| Expense Ratio | 1.57 | 1.97 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.38% | 2.84% |
| 6 Month | -15.79% | -17.7% |
| 1 Year | 2.06% | 3.08% |
| 3 Year | 18.9% | 15.94% |
| 5 Year | 36.06% | 33.25% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.81% | -7.7% |
| 1 Year | -16.78% | -16.22% |
| 3 Year | 15.31% | 14.66% |
| 5 Year | 23.06% | 21.04% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.52% | 16.78% |
| 3 Year | 19.66% | 18.05% |
| 5 Year | 16.96% | 15.38% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.223% | 14.09% |
| Sharp | 0.719% | 0.55% |
| Beta | 0.784% | 0.77% |
| Alpha | 1.828% | 0.62% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rohit Seksaria |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 15 |
| HDFC Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.66 | 7.11 |
| Small Cap | 80.87 | 83.36 |
| Mid Cap | 8.61 | 4.29 |
| Large Cap | 3.87 | 5.23 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.66 | 7.57 |
| Industrials | 23.81 | 20.93 |
| Consumer Cyclical | 18.74 | 17.05 |
| Consumer Defensive | 2.16 | 4.76 |
| Financial Services | 12.19 | 17.7 |
| Communication Services | 2.25 | 3.4 |
| Healthcare | 12.18 | 8.7 |
| Basic Materials | 6.7 | 10.1 |
| Utilities | 0.43 | 1.46 |
| Technology | 14.88 | 4.98 |
| Energy | - | 0 |
| Real Estate | - | 3.37 |
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