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 | 3.8% | 1.86% |
| 6 Month | 27.62% | 22.79% |
| 1 Year | 48.69% | 46% |
| 3 Year | 28.4% | 30.37% |
| 5 Year | 34.43% | 32.48% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.89% | 21.58% |
| 3 Year | 50.59% | 58.86% |
| 5 Year | 124.15% | 137.96% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 34.72% | 36.36% |
| 3 Year | 93.09% | 99.84% |
| 5 Year | 137.56% | 151.38% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
Nippon India Strategic Debt Fund - Growth Option
3Y Returns5.14%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns12.77%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns6.45%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns7.23%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns20.45%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns17.32%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns20.3%
Tata Quant Fund-Regular Plan-Growth
3Y Returns16.51%