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HDFC Small Cap Fund vs Tata Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹8883 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 4.59% |
| Expense Ratio | 1.57 | 1.7 |
| Manager | Dhruv Muchhal | Chandraprakash Padiyar |
| ISIN Code | INF179KA1RZ8 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 6.62% | 7.72% |
| 6 Month | -14.45% | -16.84% |
| 1 Year | 3.1% | 11.84% |
| 3 Year | 19.76% | 21.88% |
| 5 Year | 36.11% | 36.38% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -9.97% | -10.82% |
| 1 Year | -17.05% | -15.99% |
| 3 Year | 15.36% | 17.11% |
| 5 Year | 22.96% | 24.2% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.52% | 28.19% |
| 3 Year | 19.66% | 29.82% |
| 5 Year | 16.96% | 28.63% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.223% | 15.861% |
| Sharp | 0.719% | 0.793% |
| Beta | 0.784% | 0.736% |
| Alpha | 1.828% | 3.356% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Chandraprakash Padiyar |
| Total AUM | ₹520687 Cr | ₹15627 Cr |
| Funds Managed | 40 | 3 |
| HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.66 | 4.72 |
| Small Cap | 80.87 | 87.44 |
| Mid Cap | 8.61 | 7.85 |
| Large Cap | 3.87 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.66 | 6.17 |
| Industrials | 23.81 | 24.31 |
| Consumer Cyclical | 18.74 | 17.15 |
| Consumer Defensive | 2.16 | 3.65 |
| Financial Services | 12.19 | 8.57 |
| Communication Services | 2.25 | - |
| Healthcare | 12.18 | 10.9 |
| Basic Materials | 6.7 | 18.67 |
| Utilities | 0.43 | 0.85 |
| Technology | 14.88 | 5.37 |
| Real Estate | - | 4.36 |
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