Episode summary
Smallcap Vs HDFCSML250 which is best | Full comparison
ETF Pulse
· · 9 min
Summary
The episode compares HDFC SML 250 with Mirae Asset Small Cap, arguing that the chart story is different from the factsheet story. The host says Mirae’s paper returns look stronger, with a reported CAGR around 22-23% and even about 24% at one point, but that advantage does not hold up when the two ETFs are aligned and tested across rallies and drawdowns.
On the charts, the host repeatedly finds HDFC SML 250 ahead. In earlier downtrends, the Mirae fund falls more, while in recoveries HDFC tends to regain more ground, by roughly 2-3% in some stretches. The host says this pattern shows up across multiple moves: the smart beta ETF can look better on paper, but in practice it often underperforms the plain small-cap ETF when both are compared over the same periods.
By the end, the conclusion is that HDFC SML 250 is the clearer long-term winner, though the gap is not huge in every window. The host frames the difference as more like 3-4% in some comparisons, and says the choice should be based on actual market behavior rather than fact-sheet optics.
Key takeaways
- The host says Mirae Asset Small Cap looks better on factsheet returns, but HDFC SML 250 looks stronger on aligned charts.
- Across earlier drawdowns, the host says Mirae Asset Small Cap fell more than HDFC SML 250.
- During recoveries, the host says HDFC SML 250 usually regained more, sometimes by 2-3%.
- The host argues the smart beta label helps on paper more than in real market performance.
- The host concludes HDFC SML 250 is the clearer long-term winner, though the margin is not huge.
Notable quotes
“If you compare based on factsheets, then according to the factsheet, HDFC SML will lose because the Mirae Asset Small Cap”
“I think the CAGR return is around 22-23 %, and it has decreased slightly now”
“what we thought, that Smart Beta ETF performs better, it only works on paper”
“Mirae Asset has fallen more again. It is becoming more negative”
“HDFC SML 250 is a clear-cut winner with 16%”
How the episode opens
So in this video, let's talk about small cap versus small cap. What does that mean? It means, is HDFC Small Cap better, or is the Mirae Asset Small Cap, which is simply coded as Small Cap?
It is literally labeled as Small Cap and is a smart beta ETF. So, this will basically also be a comparison between a smart beta ETF versus a normal ETF. Right?
So, we will do a little comparison here. If you compare based on factsheets, then according to the factsheet, HDFC SML will lose because the Mirae Asset Small Cap, right, this one, has some really impressive returns . I think the CAGR return is around 22-23 %, and it has decreased slightly now.
But basically, when the bull market was going on a year or two ago, I think I remember seeing it provide a CAGR return of even 24%over the last 20 years. So, you will see a lot more in terms of CAGR. But does it actually perform well here?
That is what we are going to look at. By "actually," we mean we will see it on the charts, and on the charts, we will see how much each has rallied during an uptrend and which one has fallen the most during a downturn. From this, you will know that when a bear market comes, meaning when a market crash begins, which one falls more and which one recovers first when the recovery starts.
Look, the "first" part doesn't really apply here because recovery can happen anytime, and in that, both markets will move almost in tandem. It is not like they will move one after another, but yes, the percentage of the rally—if you look daily, sometimes the Small Cap might be up 4%, while the HDFC Small Cap, the normal one, might be up 2 %.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- small cap etf comparison
- smart beta etf
- cagr returns
- drawdowns
- market rallies and recoveries
Companies and tickers mentioned
- HDFC Small Cap (HDFC SML 250)
- Mirae Asset Small Cap (Smart Beta ETF)
Watch the episode
Watch “Smallcap Vs HDFCSML250 which is best | Full comparison” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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