HSBC Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon HSBC Small Cap Fund - Regular 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 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

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
1 Month 2.23% 1.86%
6 Month 16.9% 22.79%
1 Year 37.8% 46%
3 Year 27.36% 30.37%
5 Year 30.29% 32.48%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 15.03% 21.58%
3 Year 52.08% 58.86%
5 Year 122.38% 137.96%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option HSBC Small Cap Fund - Regular Growth
1 Year 33.72% 36.36%
3 Year 90.05% 99.84%
5 Year 129.98% 151.38%

Risk Management

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%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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