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) | ₹25569 Cr | ₹16536 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 | 2.45% | 3.58% |
6 Month | 17.16% | 18.41% |
1 Year | -0.84% | -8.57% |
3 Year | 17.91% | 18.55% |
5 Year | 27.11% | 30.55% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 3.9% | 3.74% |
1 Year | 10.93% | 5.14% |
3 Year | 17.65% | 15.77% |
5 Year | 19.68% | 20.76% |
Rolling Lumpsum Returns
Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.75% | 16.64% |
3 Year | 19.97% | 22.95% |
5 Year | 20% | 16.64% |
Risk Management
Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.78% | 18.19% |
Sharp | 0.87% | 0.68% |
Beta | 0.69% | 0.91% |
Alpha | 0.94% | -1.90% |
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 | 14.09 | 3.42 |
Small Cap | 68.76 | 72.11 |
Mid Cap | 13.42 | 22.31 |
Large Cap | 3.74 | 2.16 |
Sector Allocation
Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 10.43 | 3.42 |
Utilities | 0.6 | - |
Financial Services | 17.62 | 16.18 |
Consumer Cyclical | 10.06 | 15.6 |
Communication Services | 0.91 | - |
Technology | 6.39 | 8.65 |
Healthcare | 14.1 | 7.18 |
Basic Materials | 12.07 | 11.06 |
Industrials | 18.08 | 28.92 |
Consumer Defensive | 5.49 | 4.31 |
Real Estate | 4.26 | 3.79 |
Energy | - | 0.9 |
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