Axis Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
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 | ₹26379 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 | 5.25% | 4.06% |
6 Month | 8.45% | 7.96% |
1 Year | 4.5% | 7.21% |
3 Year | 28.23% | 24.22% |
5 Year | 34.17% | 30.8% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 14.23% | 10.9% |
1 Year | 15.53% | 13.12% |
3 Year | 21.41% | 20.39% |
5 Year | 24.47% | 22.06% |
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 | 15.99% | 11.78% |
Sharp | 1.30% | 1.25% |
Beta | 0.80% | 0.7% |
Alpha | 2.79% | 1.25% |
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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 | 7.22 | 14.62 |
Small Cap | 80.6 | 67.14 |
Mid Cap | 8.23 | 14.62 |
Large Cap | 3.95 | 3.62 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 6.62 | 11.39 |
Industrials | 23.98 | 17.93 |
Consumer Cyclical | 17.8 | 9.93 |
Consumer Defensive | 1.93 | 5.3 |
Financial Services | 14.12 | 19.03 |
Communication Services | 1.81 | 0.92 |
Healthcare | 12.19 | 11.89 |
Basic Materials | 7.29 | 11.25 |
Utilities | 0.37 | 0.52 |
Technology | 13.89 | 7.37 |
Real Estate | - | 4.47 |
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