Sundaram Small Cap Fund Regular Plan vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Fund HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹31526 Cr ₹3333 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 Apr 2008 10 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over 10.02% 22%
Expense Ratio 1.58 1.93
Manager Dhruv Muchhal Rohit Seksaria
ISIN Code INF179KA1RZ8 INF903J01470
Exits Load Exit load of 1% if redeemed within 1 year/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Month -4.79% -8.27%
6 Month 7.13% 6.18%
1 Year 23.93% 21.82%
3 Year 21.78% 17.73%
5 Year 28.45% 26.71%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 22.11% 22.27%
3 Year 30.16% 28.41%
5 Year 32.71% 30.37%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Year 17.25% 16.53%
3 Year 19.58% 17.99%
5 Year 16.73% 15.23%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 15.17% 14.09%
Sharp 1.2% 1%
Beta 0.8% 0.75%
Alpha 4% 1.64%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Name Dhruv Muchhal Rohit Seksaria
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 15
HDFC Small Cap Fund - Growth Option Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 7.71 6.79
Small Cap 79.7 76.79
Large Cap 4.04 7.72
Mid Cap 8.55 8.71

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 7.63 2.48
Auto Components 7.79 -
Transport Services 7.53 -
Banks 8.31 -
Entertainment 2.26 -
Finance 1.41 -
Consumer Durables 5.69 -
Healthcare Services 6.12 -
Fertilizers & Agrochemicals 2.88 -
Ferrous Metals 2.79 -
Power 0.49 -
Chemicals & Petrochemicals 1.61 -
Commercial Services & Supplies 8.7 -
Industrial Products 5.9 -
Leisure Services 1.61 -
IT - Services 0.66 -
Beverages 0.88 -
Construction 8.01 6.33
Media 0.62 -
Agricultural, Commercial & Construction Vehicles 0.31 -
IT - Software 4.02 -
Pharmaceuticals & Biotechnology 3.45 -
Electrical Equipment 3.38 -
Retailing 2.28 -
Transport Infrastructure 0.64 -
Industrial Manufacturing 0.29 -
Personal Products 1.53 -
Other Utilities 0.76 -
Capital Markets 0.65 -
Textiles & Apparels 1.8 -
Automobile - 3.14
Financial - 24.44
Capital Goods - 10.59
Technology - 8.31
Healthcare - 8.1
Chemicals - 2.36
Materials - 4.69
Consumer Staples - 6.04
Metals & Mining - 2.72
Consumer Discretionary - 5.01
Services - 11.54
Energy - 1.2
Textiles - 1.12
Unclassified - 1.94

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