Tata Small Cap Fund vs HSBC Small Cap Fund compare
Tata Small Cap Fund-Regular Plan-Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Fund | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7868 Cr | ₹16396 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Nov 2018 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Close Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap Index |
| Turn Over | 4.59% | 15% |
| Expense Ratio | 1.72 | 1.7 |
| Manager | Chandraprakash Padiyar | Venugopal Manghat |
| ISIN Code | INF277K015O2 | INF917K01QC7 |
| Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -6.59% | -6.77% |
| 6 Month | 12.83% | 8.42% |
| 1 Year | 36.31% | 27.06% |
| 3 Year | 23.11% | 23.04% |
| 5 Year | 31.38% | 29.92% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 41.12% | 24.84% |
| 3 Year | 34.95% | 31.19% |
| 5 Year | 35.8% | 34.49% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 27.86% | 18.47% |
| 3 Year | 30.27% | 22.98% |
| 5 Year | 27.96% | 14.99% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.28% | 14.69% |
| Sharp | 1.35% | 1.4% |
| Beta | 0.67% | 0.8% |
| Alpha | 5.5% | 7.09% |
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| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Venugopal Manghat |
| Total AUM | ₹15627 Cr | ₹41442 Cr |
| Fund Manage | 3 | 7 |
| Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 6.71 | 3.91 |
| Small Cap | 91.58 | 72.94 |
| Mid Cap | 1.71 | 20.12 |
| Large Cap | - | 3.03 |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 6.57 | 2.51 |
| Healthcare | 7.97 | 5.3 |
| Financial | 13.46 | 7.98 |
| Metals & Mining | 8.28 | 8.71 |
| Services | 13.52 | 10.12 |
| Technology | 5.24 | 5.93 |
| Consumer Staples | 7.52 | 5.57 |
| Materials | 6.51 | 9.17 |
| Capital Goods | 11.25 | 17.67 |
| Construction | 4.58 | 12.47 |
| Chemicals | 9.78 | 1.41 |
| Automobile | 1.54 | 3.89 |
| Consumer Discretionary | 1.31 | 2.17 |
| Textiles | 2.47 | 3.7 |
| Diversified | - | 3.4 |
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