HSBC Small Cap Fund vs ICICI Prudential Smallcap Fund compare

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tortoise-icon ICICI Prudential Smallcap Fund - Growth

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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 ICICI Prudential Smallcap Fund - Growth HSBC Small Cap Fund - Regular Growth
Fund ICICI Prudential Smallcap Fund - Growth HSBC Small Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8441 Cr ₹16396 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2007 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI BSE 250 SmallCap Index
Turn Over 22% 15%
Expense Ratio 1.77 1.7
Manager Sharmila D'mello Venugopal Manghat
ISIN Code INF109K01BI0 INF917K01QC7
Exits Load Exit load of 1% if redeemed upto 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 ICICI Prudential Smallcap Fund - Growth HSBC Small Cap Fund - Regular Growth
1 Month -7.55% -6.87%
6 Month 3.08% 8.31%
1 Year 21.07% 26.94%
3 Year 17.16% 22.95%
5 Year 27.39% 29.86%

SIP Return Analysis

Scheme Name ICICI Prudential Smallcap Fund - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 17.49% 24.84%
3 Year 25.07% 31.19%
5 Year 29.83% 34.49%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Smallcap Fund - Growth HSBC Small Cap Fund - Regular Growth
1 Year 14.05% 18.47%
3 Year 15.14% 22.98%
5 Year 15.55% 14.99%

Risk Management

Scheme Name ICICI Prudential Smallcap Fund - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation 13.59% 14.69%
Sharp 1.24% 1.4%
Beta 0.65% 0.8%
Alpha 4.14% 7.09%

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Fund Managers

Scheme Name ICICI Prudential Smallcap Fund - Growth HSBC Small Cap Fund - Regular Growth
Name Sharmila D'mello Venugopal Manghat
Total AUM ₹354743 Cr ₹41442 Cr
Fund Manage 35 7
ICICI Prudential Smallcap Fund - Growth HSBC Small Cap Fund - Regular Growth

Market Cap

Scheme Name

ICICI Prudential Smallcap Fund - Growth

HSBC Small Cap Fund - Regular Growth

Others 8.93 3.91
Small Cap 68.19 72.94
Large Cap 6.75 3.03
Mid Cap 16.19 20.12

Sector Allocation

Scheme Name

ICICI Prudential Smallcap Fund - Growth

HSBC Small Cap Fund - Regular Growth

Others 7.93 2.51
Financial 7.74 7.98
Technology 3.69 5.93
Construction 8.68 12.47
Chemicals 8.33 1.41
Services 9.34 10.12
Materials 9.57 9.17
Healthcare 6.5 5.3
Energy 3.43 -
Automobile 7.51 3.89
Consumer Staples 5.15 5.57
Metals & Mining 5.61 8.71
Consumer Discretionary 1.92 2.17
Capital Goods 12.07 17.67
Communication 0.53 -
Insurance 0.56 -
Textiles 1.5 3.7
Diversified - 3.4

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