- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 8.41% | 7.33% |
| 6 Month | -13.17% | -14.06% |
| 1 Year | 0.12% | 4.12% |
| 3 Year | 17.81% | 14.79% |
| 5 Year | 33.61% | 29.44% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.51% | -2.75% |
| 1 Year | -13.54% | -12.28% |
| 3 Year | 15.48% | 13.06% |
| 5 Year | 22.51% | 18.92% |
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% | 0.54% |
| Beta | 0.784% | 0.7% |
| Alpha | 1.828% | 0.56% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 17.19 |
| Small Cap | 80.87 | 79.63 |
| Mid Cap | 8.61 | 3.18 |
| Large Cap | 3.87 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.66 | 17.19 |
| Industrials | 23.81 | 25.63 |
| Consumer Cyclical | 18.74 | 18.64 |
| Consumer Defensive | 2.16 | 4.86 |
| Financial Services | 12.19 | 16.23 |
| Communication Services | 2.25 | 1.44 |
| Healthcare | 12.18 | 2.26 |
| Basic Materials | 6.7 | 10.95 |
| Utilities | 0.43 | - |
| Technology | 14.88 | 1.32 |
| Real Estate | - | 1.48 |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns12.59%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns15.38%
Invesco India Multicap Fund - Growth Option
3Y Returns16.35%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns18.79%
Kotak Bond Short Term Plan-(Growth)
3Y Returns6.76%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns6.94%
ITI Small Cap Fund Regular - Growth
3Y Returns22.85%
HDFC Small Cap Fund Regular Growth
3Y Returns17.81%
