HDFC Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
HDFC Small Cap Fund - Growth Option
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| 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 | -5.85% | -5.75% |
| 6 Month | -2.17% | -1.21% |
| 1 Year | 10.12% | 11.68% |
| 3 Year | 19.43% | 16.76% |
| 5 Year | 26.3% | 24.64% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.03% | 3.65% |
| 3 Year | 24.36% | 22.73% |
| 5 Year | 29.12% | 26.67% |
| 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% | 0.83% |
| Beta | 0.8% | 0.75% |
| Alpha | 4% | 0.89% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns21.79%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns13.53%
ITI Multi Cap Fund Regular - Growth
3Y Returns17%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns13.18%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns17.01%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns13.8%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns6%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns6.34%