Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small capDirect
Tata Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.41 L
5Y ago₹2.10 L
small capDirect
HSBC Small Cap Equity Fund - Growth Direct
3Y ago₹1.98 L
5Y ago₹1.44 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Small Cap Fund - Direct Pl… | HSBC Small Cap Equity Fund - Gr… |
|---|---|---|
| Fund house | Tata Mutual Fund | HSBC Mutual Fund |
| Category | Equity Scheme - Small Cap Fund | Equity Scheme - Small Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹45.1574 | ₹90.7368 |
| Assets managed (AUM) | — | — |
| 1M return | 2.17% | 1.06% |
| 6M return | 21.55% | 13.05% |
| 1Y return | 0.20% | -8.76% |
| 3Y CAGR | 12.12% | 25.60% |
| 5Y CAGR | 16.03% | 7.63% |
| Since inception CAGR | 21.27% | 15.95% |
| Bumpiness · 3Y (annualised σ) | 17.58 | 21.92 |
| Worst drop ever | -36.61% | -56.01% |
| Sharpe · 3Y (rf=6%) | 0.33 | 0.78 |