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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) | ₹26547 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 | -1.36% | -1.33% |
| 6 Month | -5.53% | -9.24% |
| 1 Year | -2.24% | -11.15% |
| 3 Year | 17.38% | 17.08% |
| 5 Year | 20.12% | 22.45% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.77% | -4.07% |
| 1 Year | 1.17% | -3.55% |
| 3 Year | 10.26% | 6.28% |
| 5 Year | 14.5% | 13.79% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.58% | 15.15% |
| 3 Year | 19.18% | 22.23% |
| 5 Year | 20.53% | 17.15% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.69% |
| Sharp | 0.83% | 0.71% |
| Beta | 0.7% | 0.89% |
| Alpha | 0.83% | -1.18% |
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 | 13.75 | 4.94 |
| Large Cap | 5.12 | 2.01 |
| Small Cap | 68.75 | 74.91 |
| Mid Cap | 12.38 | 18.14 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.14 | 2.15 |
| Energy | 0.94 | 0.86 |
| Utilities | 0.9 | - |
| Financial Services | 19.23 | 20.3 |
| Consumer Cyclical | 11.69 | 17.14 |
| Communication Services | 0.75 | - |
| Healthcare | 13.34 | 9.46 |
| Industrials | 15.57 | 23.58 |
| Basic Materials | 10.48 | 7.05 |
| Real Estate | 4.35 | 4.6 |
| Technology | 9.11 | 10.63 |
| Consumer Defensive | 5.47 | 4.24 |
Top Comparisons
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3Y Returns13.02%
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3Y Returns11.43%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns16.45%
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3Y Returns14.81%
