HSBC Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund-Regular Plan-Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Fund | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9464 Cr | ₹16920 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2018 | 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 | 4.59% | 15% |
| Expense Ratio | 1.7 | 1.68 |
| Manager | Chandraprakash Padiyar | Venugopal Manghat |
| ISIN Code | INF277K015O2 | INF917K01QC7 |
| Exits Load | Tata Small Cap Fund - Regular Plan - 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 |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -7.01% | -9.3% |
| 6 Month | 0.79% | -3.09% |
| 1 Year | 21.89% | 14.99% |
| 3 Year | 20.87% | 19.18% |
| 5 Year | 28.37% | 27.35% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.13% | 7.22% |
| 3 Year | 26.78% | 26.19% |
| 5 Year | 30.74% | 31.44% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 27.86% | 18.47% |
| 3 Year | 30.27% | 22.98% |
| 5 Year | 27.96% | 14.99% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.28% | 14.69% |
| Sharp | 1.35% | 1.4% |
| Beta | 0.67% | 0.8% |
| Alpha | 5.5% | 7.09% |
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| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Venugopal Manghat |
| Total AUM | ₹15627 Cr | ₹41442 Cr |
| Fund Manage | 3 | 7 |
| Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.66 | 2 |
| Small Cap | 84.36 | 74.77 |
| Mid Cap | 7.98 | 21.26 |
| Large Cap | - | 1.97 |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.66 | 2 |
| Pharmaceuticals & Biotechnology | 5.08 | 6.94 |
| Industrial Products | 16.54 | 16.52 |
| Leisure Services | 3.28 | 1.68 |
| Healthcare Services | 4.07 | 0.18 |
| Banks | 4.78 | 3.25 |
| Capital Markets | 4.13 | 8.11 |
| IT - Software | 2.22 | 3.76 |
| Power | 0.1 | - |
| Consumer Durables | 4.02 | 6.72 |
| IT - Hardware | 1.77 | - |
| Transport Services | 2.04 | - |
| Household Products | 0.75 | 0.53 |
| Agricultural Food & other Products | 1.76 | 1.74 |
| Auto Components | 4.17 | 5.4 |
| Diversified | 3.31 | - |
| Realty | 4.93 | 5.3 |
| Chemicals & Petrochemicals | 9.99 | 1.92 |
| Retailing | 1.02 | 2.29 |
| Transport Infrastructure | 2.26 | - |
| Fertilizers & Agrochemicals | 1 | 2.62 |
| Other Construction Materials | 0.59 | - |
| Commercial Services & Supplies | 5.86 | 1.67 |
| Industrial Manufacturing | 2.04 | 2.67 |
| Textiles & Apparels | 2.34 | 4.75 |
| Ferrous Metals | 1.36 | - |
| Beverages | 2.93 | 0.88 |
| Electrical Equipment | - | 4.25 |
| Paper, Forest & Jute Products | - | 2.66 |
| Finance | - | 4.37 |
| Construction | - | 7.87 |
| Gas | - | 1.68 |
| Other Consumer Services | - | 0.24 |
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