HDFC Small Cap Fund vs Tata Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option Tata Small Cap Fund-Regular Plan-Growth
Fund HDFC Small Cap Fund - Growth Option Tata Small Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹31526 Cr ₹7868 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 02 Apr 2008 02 Nov 2018
Category Small Cap Small Cap
Fund Type Open Ended Close Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over 10.02% 4.59%
Expense Ratio 1.58 1.72
Manager Dhruv Muchhal Chandraprakash Padiyar
ISIN Code INF179KA1RZ8 INF277K015O2
Exits Load Exit load of 1% if redeemed within 1 year/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Tata Small Cap Fund-Regular Plan-Growth
1 Month 2.23% 3.8%
6 Month 16.9% 27.62%
1 Year 37.8% 48.69%
3 Year 27.36% 28.4%
5 Year 30.29% 34.43%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Tata Small Cap Fund-Regular Plan-Growth
6 Month - -
1 Year 15.03% 17.89%
3 Year 52.08% 50.59%
5 Year 122.38% 124.15%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Tata Small Cap Fund-Regular Plan-Growth
1 Year 17.21% 27.81%
3 Year 19.61% 30.42%
5 Year 16.77% 27.93%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Tata Small Cap Fund-Regular Plan-Growth
Standard Deviation 15.17% 13.28%
Sharp 1.2% 1.35%
Beta 0.8% 0.67%
Alpha 4% 5.5%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Tata Small Cap Fund-Regular Plan-Growth
Name Dhruv Muchhal Chandraprakash Padiyar
Total AUM ₹520687 Cr ₹15627 Cr
Fund Manage 40 3
HDFC Small Cap Fund - Growth Option Tata Small Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Tata Small Cap Fund-Regular Plan-Growth

Others 7.71 6.71
Small Cap 79.7 91.58
Large Cap 4.04 -
Mid Cap 8.55 1.71

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Tata Small Cap Fund-Regular Plan-Growth

Others 7.63 6.57
Auto Components 7.79 -
Transport Services 7.53 -
Banks 8.31 -
Entertainment 2.26 -
Finance 1.41 -
Consumer Durables 5.69 -
Healthcare Services 6.12 -
Fertilizers & Agrochemicals 2.88 -
Ferrous Metals 2.79 -
Power 0.49 -
Chemicals & Petrochemicals 1.61 -
Commercial Services & Supplies 8.7 -
Industrial Products 5.9 -
Leisure Services 1.61 -
IT - Services 0.66 -
Beverages 0.88 -
Construction 8.01 4.58
Media 0.62 -
Agricultural, Commercial & Construction Vehicles 0.31 -
IT - Software 4.02 -
Pharmaceuticals & Biotechnology 3.45 -
Electrical Equipment 3.38 -
Retailing 2.28 -
Transport Infrastructure 0.64 -
Industrial Manufacturing 0.29 -
Personal Products 1.53 -
Other Utilities 0.76 -
Capital Markets 0.65 -
Textiles & Apparels 1.8 -
Healthcare - 7.97
Financial - 13.46
Metals & Mining - 8.28
Services - 13.52
Technology - 5.24
Consumer Staples - 7.52
Materials - 6.51
Capital Goods - 11.25
Chemicals - 9.78
Automobile - 1.54
Consumer Discretionary - 1.31
Textiles - 2.47

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