HSBC Small Cap Fund vs HDFC Small Cap Fund compare

Overview

Scheme Name	HDFC Small Cap Fund - Growth Option	HSBC Small Cap Fund - Regular Growth
Fund	HDFC Small Cap Fund - Growth Option	HSBC Small Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹31526 Cr	₹16396 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	02 Apr 2008	12 May 2014
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap Index	BSE 250 SmallCap Index
Turn Over	10.02%	15%
Expense Ratio	1.58	1.7
Manager	Dhruv Muchhal	Venugopal Manghat
ISIN Code	INF179KA1RZ8	INF917K01QC7
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	HDFC Small Cap Fund - Growth Option	HSBC Small Cap Fund - Regular Growth
1 Month	-4.79%	-6.87%
6 Month	7.13%	8.31%
1 Year	23.93%	26.94%
3 Year	21.78%	22.95%
5 Year	28.45%	29.86%

Scheme Name	HDFC Small Cap Fund - Growth Option	HSBC Small Cap Fund - Regular Growth
6 Month	-	-
1 Year	22.11%	24.84%
3 Year	30.16%	31.19%
5 Year	32.71%	34.49%

Scheme Name	HDFC Small Cap Fund - Growth Option	HSBC Small Cap Fund - Regular Growth
1 Year	17.25%	18.47%
3 Year	19.58%	22.98%
5 Year	16.73%	14.99%

Scheme Name	HDFC Small Cap Fund - Growth Option	HSBC Small Cap Fund - Regular Growth
Standard Deviation	15.17%	14.69%
Sharp	1.2%	1.4%
Beta	0.8%	0.8%
Alpha	4%	7.09%

Scheme Name	HDFC Small Cap Fund - Growth Option	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 - Growth Option	HSBC Small Cap Fund - Regular Growth

Scheme Name	HDFC Small Cap Fund - Growth Option	HSBC Small Cap Fund - Regular Growth
Others	7.71	3.91
Small Cap	79.7	72.94
Large Cap	4.04	3.03
Mid Cap	8.55	20.12

Scheme Name	HDFC Small Cap Fund - Growth Option	HSBC Small Cap Fund - Regular Growth
Others	7.63	2.51
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	12.47
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	-
Financial	-	7.98
Materials	-	9.17
Services	-	10.12
Automobile	-	3.89
Healthcare	-	5.3
Technology	-	5.93
Consumer Staples	-	5.57
Chemicals	-	1.41
Metals & Mining	-	8.71
Consumer Discretionary	-	2.17
Textiles	-	3.7
Capital Goods	-	17.67
Diversified	-	3.4