Tata Small Cap Fund vs HSBC Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

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tortoise-icon HSBC Small Cap Fund - Regular Growth

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Chart Comparison

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

Overview

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) ₹9464 Cr ₹16920 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Nov 2018 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI BSE 250 SmallCap Index
Turn Over 4.59% 15%
Expense Ratio 1.7 1.68
Manager Chandraprakash Padiyar Venugopal Manghat
ISIN Code INF277K015O2 INF917K01QC7
Exits Load 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 HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth HSBC Small Cap Fund - Regular Growth
1 Month -7.01% -9.3%
6 Month 0.79% -3.09%
1 Year 21.89% 14.99%
3 Year 20.87% 19.18%
5 Year 28.37% 27.35%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 11.13% 7.22%
3 Year 26.78% 26.19%
5 Year 30.74% 31.44%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

HSBC Small Cap Fund - Regular Growth

Others 7.66 2
Small Cap 84.36 74.77
Mid Cap 7.98 21.26
Large Cap - 1.97

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

HSBC Small Cap Fund - Regular Growth

Others 7.66 2
Pharmaceuticals & Biotechnology 5.08 6.94
Industrial Products 16.54 16.52
Leisure Services 3.28 1.68
Healthcare Services 4.07 0.18
Banks 4.78 3.25
Capital Markets 4.13 8.11
IT - Software 2.22 3.76
Power 0.1 -
Consumer Durables 4.02 6.72
IT - Hardware 1.77 -
Transport Services 2.04 -
Household Products 0.75 0.53
Agricultural Food & other Products 1.76 1.74
Auto Components 4.17 5.4
Diversified 3.31 -
Realty 4.93 5.3
Chemicals & Petrochemicals 9.99 1.92
Retailing 1.02 2.29
Transport Infrastructure 2.26 -
Fertilizers & Agrochemicals 1 2.62
Other Construction Materials 0.59 -
Commercial Services & Supplies 5.86 1.67
Industrial Manufacturing 2.04 2.67
Textiles & Apparels 2.34 4.75
Ferrous Metals 1.36 -
Beverages 2.93 0.88
Electrical Equipment - 4.25
Paper, Forest & Jute Products - 2.66
Finance - 4.37
Construction - 7.87
Gas - 1.68
Other Consumer Services - 0.24

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