Axis Small Cap Fund vs HSBC Small Cap Fund compare

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Axis Small Cap Fund Regular Growth

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HSBC 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	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Fund	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹27066 Cr	₹16548 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	29 Nov 2013	12 May 2014
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	5%	15%
Expense Ratio	1.61	1.67
Manager	Shreyash Devalkar	Venugopal Manghat
ISIN Code	INF846K01K01	INF917K01QC7
Exits Load	Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Month	-3.58%	-4.18%
6 Month	-0.65%	-4.06%
1 Year	-3.65%	-14.26%
3 Year	16.89%	16.78%
5 Year	22.38%	25.22%

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
6 Month	-1.59%	-3.46%
1 Year	6.03%	-0.14%
3 Year	12.95%	9.13%
5 Year	16.23%	15.81%

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Year	16.83%	15.36%
3 Year	19.37%	22.44%
5 Year	20.47%	17.02%

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	11.78%	18.19%
Sharp	0.84%	0.73%
Beta	0.7%	0.90%
Alpha	1.26%	-1.74%

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Name	Shreyash Devalkar	Venugopal Manghat
Total AUM	₹166770 Cr	₹41442 Cr
Funds Managed	14	7
	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	9.46	4.05
Large Cap	5.1	2.07
Small Cap	67.19	74.12
Mid Cap	18.26	19.76

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	9.46	2.62
Petroleum Products	0.44	-
Gas	0.55	-
Capital Markets	5.63	-
Auto Components	5.88	-
IT - Services	1.73	-
Pharmaceuticals & Biotechnology	6.39	-
Electrical Equipment	2.85	-
Retailing	1.15	-
Banks	5.2	-
Non - Ferrous Metals	0.45	-
Healthcare Services	5.78	-
Chemicals & Petrochemicals	8.03	-
Paper, Forest & Jute Products	0.16	-
IT - Software	2.55	-
Industrial Manufacturing	3.45	-
Aerospace & Defense	1.31	-
Consumer Durables	4.88	-
Diversified Metals	0.35	-
Industrial Products	5.77	-
Transport Services	0.43	-
Textiles & Apparels	0.82	-
Agricultural Food & other Products	3.12	-
Finance	7.38	-
Construction	2.75	-
Realty	4.47	-
Agricultural, Commercial & Construction Vehicles	0.02	-
Household Products	1.18	-
Financial Technology (Fintech)	1.5	-
Leisure Services	1.76	-
Power	0.32	-
Food Products	1	-
Cement & Cement Products	1.75	-
Commercial Services & Supplies	0.46	-
Cigarettes & Tobacco Products	0.02	-
Beverages	0.64	-
Insurance	0.38	-
Consumer Defensive	-	4.58
Financial Services	-	17.59
Consumer Cyclical	-	15.98
Healthcare	-	8.77
Industrials	-	26.38
Technology	-	10.38
Basic Materials	-	8.97
Real Estate	-	3.91
Energy	-	0.82