- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Small Cap Fund vs HSBC Small Cap Fund compare
Axis Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
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) | ₹26769 Cr | ₹16203 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 |
Trailing Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -2.95% | -3.77% |
| 6 Month | -0.73% | -5.27% |
| 1 Year | -4.47% | -14.9% |
| 3 Year | 17.28% | 17.28% |
| 5 Year | 22.49% | 24.88% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.82% | -4.1% |
| 1 Year | 6.55% | 0.13% |
| 3 Year | 13.03% | 9.07% |
| 5 Year | 16.2% | 15.62% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.32% | 18.31% |
| Sharp | 0.78% | 0.66% |
| Beta | 0.70% | 0.90% |
| Alpha | 1.03% | -0.89% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 13.94 | 4.05 |
| Large Cap | 4.38 | 2.07 |
| Small Cap | 69.1 | 74.12 |
| Mid Cap | 12.58 | 19.76 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.46 | 2.62 |
| Energy | 0.44 | 0.82 |
| Utilities | 0.87 | - |
| Financial Services | 18.35 | 17.59 |
| Consumer Cyclical | 10.99 | 15.98 |
| Communication Services | 0.87 | - |
| Healthcare | 13.01 | 8.77 |
| Industrials | 15.76 | 26.38 |
| Basic Materials | 11.35 | 7.52 |
| Real Estate | 4.63 | 5.35 |
| Technology | 9.17 | 10.38 |
| Consumer Defensive | 5.1 | 4.58 |
Top Comparisons
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.02%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7.03%
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
3Y Returns12.59%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.53%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns16.98%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns13.81%
HDFC Gilt Fund - Growth Plan
3Y Returns6.81%
Invesco India GILT Fund - Growth
3Y Returns6.59%
