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Compare HDFC Small Cap Fund vs HSBC Small Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 3.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.55 | 1.67 |
NAV | ₹142.02 | ₹80.22 |
Fund Started | 11 Feb 2008 | 22 Apr 2014 |
Fund Size | ₹36827.67 Cr | ₹16040.77 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
4.0
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.55
1.67
NAV
₹142.02
₹80.22
Fund Started
11 Feb 2008
22 Apr 2014
Fund Size
₹36827.67 Cr
₹16040.77 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Returns
1 Year | 0.00% | -9.12% |
3 Year | 22.22% | 18.98% |
5 Year | 29.86% | 28.68% |
1 Year
0.00%
-9.12%
3 Year
22.22%
18.98%
5 Year
29.86%
28.68%
Holding Analysis
Equity | 89.81% | 96.04% |
Cash | 10.19% | 3.96% |
Equity
89.81%
96.04%
Cash
10.19%
3.96%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Firstsource Solutions Ltd. | 4.90% |
Aster DM Healthcare Ltd. | 4.11% |
eClerx Services Ltd. | 4.02% |
Bank Of Baroda | 3.29% |
Gabriel India Ltd. | 3.17% |
Eris Lifesciences Ltd. | 2.73% |
Fortis Healthcare Ltd. | 2.65% |
Krishna Institute of Medical Sciences Ltd | 2.12% |
Sudarshan Chemical Industries Ltd. | 2.10% |
Indian Bank | 1.97% |
Name | Assets |
|---|---|
Nippon Life India Asset Management Ltd. | 2.41% |
Multi Commodity Exchange Of India Ltd. | 2.33% |
GE Vernova T&D India Ltd | 2.05% |
Kaynes Technology India Ltd. | 2.03% |
Karur Vysya Bank Ltd. | 1.88% |
Supreme Petrochem Ltd. | 1.85% |
Sobha Ltd. | 1.80% |
Time Technoplast Ltd. | 1.78% |
K.P.R. Mill Ltd. | 1.71% |
Lemon Tree Hotels Ltd. | 1.70% |
Fund Manager
Name | Chirag Setalvad | Sonal Gupta |
Start Date | 28 Jun 2014 | 28 Mar 2025 |
Name
Chirag Setalvad
Sonal Gupta
Start Date
28 Jun 2014
28 Mar 2025
About Fund
Description | The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies. | The Scheme will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation. |
Launch Date | 11 Feb 2008 | 22 Apr 2014 |
Description
The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.
The Scheme will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation.
Launch Date
11 Feb 2008
22 Apr 2014