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SBI Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
SBI Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹31227 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 09 Sep 2009 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 9% |
| Expense Ratio | 1.57 | 1.59 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179KA1RZ8 | INF200K01T28 |
| 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 | SBI Small Cap Fund - Regular Plan - 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 | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 6.62% | 6.68% |
| 6 Month | -14.45% | -16.86% |
| 1 Year | 3.1% | 5.44% |
| 3 Year | 19.76% | 15.87% |
| 5 Year | 36.11% | 30.79% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.81% | -6.2% |
| 1 Year | -16.78% | -15.04% |
| 3 Year | 15.31% | 12.63% |
| 5 Year | 23.06% | 19.22% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.52% | 18.16% |
| 3 Year | 19.66% | 24.15% |
| 5 Year | 16.96% | 22.56% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.223% | 11.59% |
| Sharp | 0.719% | 0.53% |
| Beta | 0.784% | 0.7% |
| Alpha | 1.828% | 0.29% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.66 | 14.24 |
| Small Cap | 80.87 | 81.23 |
| Mid Cap | 8.61 | 4.52 |
| Large Cap | 3.87 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.66 | 14.24 |
| Industrials | 23.81 | 28.84 |
| Consumer Cyclical | 18.74 | 19.36 |
| Consumer Defensive | 2.16 | 5.03 |
| Financial Services | 12.19 | 15.45 |
| Communication Services | 2.25 | 1.55 |
| Healthcare | 12.18 | 2.4 |
| Basic Materials | 6.7 | 10.92 |
| Utilities | 0.43 | - |
| Technology | 14.88 | 0.53 |
| Real Estate | - | 1.66 |
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