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 | 4.09% | 2% |
6 Month | -7.04% | -10.78% |
1 Year | 1.79% | 8.57% |
3 Year | 19.28% | 20.95% |
5 Year | 34.67% | 35.23% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | -4.51% | -5.43% |
1 Year | -13.54% | -13.81% |
3 Year | 15.48% | 17.11% |
5 Year | 22.51% | 23.75% |
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 | 7.03 |
Small Cap | 80.87 | 84.22 |
Mid Cap | 8.61 | 8.75 |
Large Cap | 3.87 | - |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 6.66 | 8.25 |
Industrials | 23.81 | 24.35 |
Consumer Cyclical | 18.74 | 15.97 |
Consumer Defensive | 2.16 | 3.84 |
Financial Services | 12.19 | 8.32 |
Communication Services | 2.25 | - |
Healthcare | 12.18 | 10.59 |
Basic Materials | 6.7 | 18.16 |
Utilities | 0.43 | 0.82 |
Technology | 14.88 | 5.85 |
Real Estate | - | 3.86 |
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