Quant Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Fund | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹31230 Cr | ₹25183 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Apr 2008 | 30 Oct 1996 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 10.02% | % |
Expense Ratio | 1.57 | 1.6 |
Manager | Dhruv Muchhal | Sanjeev Sharma |
ISIN Code | INF179KA1RZ8 | INF966L01AA0 |
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 | Quant 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 | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 2.14% | 2.58% |
6 Month | -7.16% | -8.82% |
1 Year | -1.18% | -5.45% |
3 Year | 19.52% | 20.37% |
5 Year | 34.48% | 47.78% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | -2.12% | -1.09% |
1 Year | -10.97% | -14.02% |
3 Year | 16.34% | 19.88% |
5 Year | 22.69% | 28.43% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.52% | 10.46% |
3 Year | 19.66% | 10.33% |
5 Year | 16.96% | 10.13% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.223% | 18.497% |
Sharp | 0.719% | 0.792% |
Beta | 0.784% | 0.929% |
Alpha | 1.828% | 1.342% |
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Fund Managers
Scheme Name | HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Sanjeev Sharma |
Total AUM | ₹520687 Cr | ₹39731 Cr |
Funds Managed | 40 | 22 |
HDFC Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 6.66 | 10.03 |
Small Cap | 80.87 | 63.33 |
Mid Cap | 8.61 | 3.42 |
Large Cap | 3.87 | 23.22 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 6.66 | 9.23 |
Industrials | 23.81 | 4.46 |
Consumer Cyclical | 18.74 | 14.28 |
Consumer Defensive | 2.16 | 5.01 |
Financial Services | 12.19 | 15.78 |
Communication Services | 2.25 | 3.92 |
Healthcare | 12.18 | 13.56 |
Basic Materials | 6.7 | 8.59 |
Utilities | 0.43 | 2.37 |
Technology | 14.88 | 2.85 |
Energy | - | 18.22 |
Real Estate | - | 1.72 |
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