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Axis Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund Regular Growth

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tortoise-icon Axis 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 HDFC Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Fund HDFC Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹34032 Cr ₹25062 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Apr 2008 29 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over 10.02% 5%
Expense Ratio 1.57 1.61
Manager Dhruv Muchhal Shreyash Devalkar
ISIN Code INF179KA1RZ8 INF846K01K01
Exits Load HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis 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 HDFC Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
1 Month 4.22% 4.47%
6 Month 1.67% 2.05%
1 Year 6.18% 9.02%
3 Year 29.52% 24.82%
5 Year 34.49% 31.29%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
6 Month 13.51% 12.49%
1 Year 12.99% 14.09%
3 Year 21.72% 21.62%
5 Year 24.86% 22.96%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
1 Year 16.61% 18.22%
3 Year 19.63% 19.38%
5 Year 17.14% 19.81%

Risk Management

Scheme Name HDFC Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Standard Deviation 16.33% 11.78%
Sharp 1.12% 1.04%
Beta 0.79% 0.69%
Alpha 2.92% 1.72%

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Fund Managers

Scheme Name HDFC Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Name Dhruv Muchhal Shreyash Devalkar
Total AUM ₹520687 Cr ₹166770 Cr
Funds Managed 40 14
HDFC Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

Market Cap

Scheme Name

HDFC Small Cap Fund Regular Growth

Axis Small Cap Fund Regular Growth

Others 6.66 13.25
Small Cap 80.87 66.54
Mid Cap 8.61 16.2
Large Cap 3.87 3.96

Sector Allocation

Scheme Name

HDFC Small Cap Fund Regular Growth

Axis Small Cap Fund Regular Growth

Others 6.66 13.25
Industrials 23.81 -
Consumer Cyclical 18.74 -
Consumer Defensive 2.16 -
Financial Services 12.19 -
Communication Services 2.25 -
Healthcare 12.18 -
Basic Materials 6.7 -
Utilities 0.43 -
Technology 14.88 -
Gas - 0.53
Capital Markets - 5.79
Auto Components - 5.57
IT - Services - 1.43
Pharmaceuticals & Biotechnology - 4.24
Retailing - 0.62
Banks - 4.44
Non - Ferrous Metals - 0.38
Healthcare Services - 7.08
Chemicals & Petrochemicals - 7.42
Paper, Forest & Jute Products - 0.19
IT - Software - 3.11
Construction - 2.55
Electrical Equipment - 1.56
Aerospace & Defense - 1.6
Transport Services - 0.19
Textiles & Apparels - 0.67
Agricultural Food & other Products - 2.75
Industrial Products - 5.84
Consumer Durables - 6.02
Finance - 7.7
Realty - 4.66
Agricultural, Commercial & Construction Vehicles - 0.14
Household Products - 1.31
Financial Technology (Fintech) - 1.67
Leisure Services - 1.68
Food Products - 1.29
Cement & Cement Products - 1.84
Industrial Manufacturing - 2.59
Commercial Services & Supplies - 0.54
Cigarettes & Tobacco Products - 0.24
Beverages - 0.58
Insurance - 0.48

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