Tata Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund - Growth Option
Tata Small Cap Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | HDFC Small Cap Fund - Growth Option | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund - Growth Option | Tata Small Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹33504 Cr | ₹9464 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 4.59% |
| Expense Ratio | 1.57 | 1.7 |
| Manager | Dhruv Muchhal | Chandraprakash Padiyar |
| ISIN Code | INF179KA1RZ8 | INF277K015O2 |
| 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 | Tata 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 | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -4.79% | 5.14% |
| 6 Month | 7.13% | 13.66% |
| 1 Year | 23.93% | 36.3% |
| 3 Year | 21.78% | 25.7% |
| 5 Year | 28.45% | 33.12% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 36.16% |
| 3 Year | - | 34.36% |
| 5 Year | - | 35.17% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.25% | 27.86% |
| 3 Year | 19.58% | 30.27% |
| 5 Year | 16.73% | 27.96% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.17% | 13.28% |
| Sharp | 1.2% | 1.35% |
| Beta | 0.8% | 0.67% |
| Alpha | 4% | 5.5% |
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| Scheme Name | HDFC Small Cap Fund - Growth Option | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Chandraprakash Padiyar |
| Total AUM | ₹520687 Cr | ₹15627 Cr |
| Fund Manage | 40 | 3 |
| HDFC Small Cap Fund - Growth Option | Tata Small Cap Fund-Regular Plan-Growth |
| Scheme Name |
HDFC Small Cap Fund - Growth Option |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.79 | 7.66 |
| Small Cap | 81.19 | 84.36 |
| Large Cap | 3.89 | - |
| Mid Cap | 8.13 | 7.98 |
| Scheme Name |
HDFC Small Cap Fund - Growth Option |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.79 | 7.66 |
| Commercial Services & Supplies | 10.2 | 5.86 |
| Transport Services | 7.22 | 2.04 |
| Banks | 8.48 | 4.78 |
| Entertainment | 2.23 | - |
| Consumer Durables | 6.43 | 4.02 |
| Healthcare Services | 7.32 | 4.07 |
| Fertilizers & Agrochemicals | 3.13 | 1 |
| Ferrous Metals | 2.16 | 1.36 |
| Construction | 7.06 | - |
| Power | 0.43 | 0.1 |
| Chemicals & Petrochemicals | 1.8 | 9.99 |
| Industrial Products | 4.99 | 16.54 |
| Leisure Services | 1.56 | 3.28 |
| IT - Services | 0.19 | - |
| Beverages | 0.73 | 2.93 |
| Auto Components | 7.57 | 4.17 |
| Media | 0.57 | - |
| Agricultural, Commercial & Construction Vehicles | 0.27 | - |
| IT - Software | 4 | 2.22 |
| Industrial Manufacturing | 1.49 | 2.04 |
| Pharmaceuticals & Biotechnology | 4.06 | 5.08 |
| Electrical Equipment | 3 | - |
| Retailing | 2.02 | 1.02 |
| Transport Infrastructure | 0.52 | 2.26 |
| Personal Products | 1.31 | - |
| Other Utilities | 0.79 | - |
| Finance | 0.72 | - |
| Capital Markets | 1.21 | 4.13 |
| Textiles & Apparels | 1.75 | 2.34 |
| IT - Hardware | - | 1.77 |
| Household Products | - | 0.75 |
| Agricultural Food & other Products | - | 1.76 |
| Diversified | - | 3.31 |
| Realty | - | 4.93 |
| Other Construction Materials | - | 0.59 |
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