SBI Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund - Growth Option
SBI Small Cap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | HDFC Small Cap Fund - Growth Option | SBI Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund - Growth Option | SBI Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹33504 Cr | ₹33107 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 Index | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 9% |
| Expense Ratio | 1.57 | 1.56 |
| 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 |
| Scheme Name | HDFC Small Cap Fund - Growth Option | SBI Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.79% | 3.45% |
| 6 Month | 7.13% | 2.11% |
| 1 Year | 23.93% | 28.55% |
| 3 Year | 21.78% | 21.08% |
| 5 Year | 28.45% | 27.39% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | SBI Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | HDFC Small Cap Fund - Growth Option | SBI Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.25% | 18.04% |
| 3 Year | 19.58% | 24.39% |
| 5 Year | 16.73% | 22.46% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | SBI Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.17% | 11.59% |
| Sharp | 1.2% | 1.01% |
| Beta | 0.8% | 0.64% |
| Alpha | 4% | 1.97% |
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| Scheme Name | HDFC Small Cap Fund - Growth Option | SBI Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Fund Manage | 40 | 43 |
| HDFC Small Cap Fund - Growth Option | SBI Small Cap Fund - Regular Plan - Growth |
| Scheme Name |
HDFC Small Cap Fund - Growth Option |
SBI Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.79 | 11.56 |
| Small Cap | 81.19 | 84.18 |
| Large Cap | 3.89 | - |
| Mid Cap | 8.13 | 4.26 |
| Scheme Name |
HDFC Small Cap Fund - Growth Option |
SBI Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.79 | 11.56 |
| Commercial Services & Supplies | 10.2 | 2.43 |
| Transport Services | 7.22 | - |
| Banks | 8.48 | 4.67 |
| Entertainment | 2.23 | 0.67 |
| Consumer Durables | 6.43 | 11.82 |
| Healthcare Services | 7.32 | 2.03 |
| Fertilizers & Agrochemicals | 3.13 | 2.27 |
| Ferrous Metals | 2.16 | - |
| Construction | 7.06 | 6.81 |
| Power | 0.43 | - |
| Chemicals & Petrochemicals | 1.8 | 4.67 |
| Industrial Products | 4.99 | 10.88 |
| Leisure Services | 1.56 | 5.95 |
| IT - Services | 0.19 | - |
| Beverages | 0.73 | - |
| Auto Components | 7.57 | 2.55 |
| Media | 0.57 | - |
| Agricultural, Commercial & Construction Vehicles | 0.27 | - |
| IT - Software | 4 | - |
| Industrial Manufacturing | 1.49 | - |
| Pharmaceuticals & Biotechnology | 4.06 | - |
| Electrical Equipment | 3 | 4.98 |
| Retailing | 2.02 | 6.08 |
| Transport Infrastructure | 0.52 | - |
| Personal Products | 1.31 | - |
| Other Utilities | 0.79 | - |
| Finance | 0.72 | 7.93 |
| Capital Markets | 1.21 | 2.08 |
| Textiles & Apparels | 1.75 | 2.17 |
| Food Products | - | 2.79 |
| Agricultural Food & other Products | - | 2.09 |
| Household Products | - | 2.78 |
| Cement & Cement Products | - | 0.46 |
| Cigarettes & Tobacco Products | - | 0.75 |
| Realty | - | 1.58 |
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