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HSBC Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹15453 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 15% |
| Expense Ratio | 1.57 | 1.67 |
| Manager | Dhruv Muchhal | Venugopal Manghat |
| ISIN Code | INF179KA1RZ8 | INF917K01QC7 |
| 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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -5.83% | -7.09% |
| 6 Month | -18.91% | -21.98% |
| 1 Year | -2.39% | -0.38% |
| 3 Year | 18.09% | 16.4% |
| 5 Year | 26.95% | 27.45% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -13.51% | -17.59% |
| 1 Year | -24.16% | -30.92% |
| 3 Year | 12.58% | 10.81% |
| 5 Year | 21.72% | 21.73% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.52% | 19.2% |
| 3 Year | 19.66% | 23.02% |
| 5 Year | 16.96% | 15.83% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.223% | 18.203% |
| Sharp | 0.719% | 0.572% |
| Beta | 0.784% | 0.882% |
| Alpha | 1.828% | -0.639% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Venugopal Manghat |
| Total AUM | ₹520687 Cr | ₹41442 Cr |
| Fund Manage | 40 | 7 |
| HDFC Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.65911 | 3.73606 |
| Small Cap | 80.86902 | 72.67612 |
| Mid Cap | 8.60642 | 20.99523 |
| Large Cap | 3.86543 | 2.59256 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.65911 | 6.46878 |
| Industrials | 23.80905 | 27.70149 |
| Consumer Cyclical | 18.74453 | 16.28569 |
| Consumer Defensive | 2.15678 | 3.37769 |
| Financial Services | 12.19071 | 14.58974 |
| Communication Services | 2.24752 | - |
| Healthcare | 12.18412 | 4.46622 |
| Basic Materials | 6.70031 | 10.53352 |
| Utilities | 0.43072 | - |
| Technology | 14.87713 | 9.97862 |
| Real Estate | - | 5.20222 |
| Energy | - | 1.396 |
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