- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
+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) | ₹26379 Cr | ₹16909 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 | -4.4% | -6.1% |
| 6 Month | 3.7% | -0.09% |
| 1 Year | 3.24% | -5.61% |
| 3 Year | 19.18% | 20.27% |
| 5 Year | 27.76% | 31.53% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 5.34% | 5.01% |
| 1 Year | 3.39% | -4.29% |
| 3 Year | 16.37% | 14.22% |
| 5 Year | 19.36% | 20.47% |
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% | 17.95% |
| Sharp | 1.25% | 0.87% |
| Beta | 0.7% | 0.90% |
| Alpha | 1.25% | -1.28% |
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 | 14.62 | 3.42 |
| Small Cap | 67.14 | 72.11 |
| Mid Cap | 14.62 | 22.31 |
| Large Cap | 3.62 | 2.16 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.39 | 3.42 |
| Utilities | 0.52 | - |
| Financial Services | 19.03 | 16.18 |
| Consumer Cyclical | 9.93 | 15.6 |
| Communication Services | 0.92 | - |
| Technology | 7.37 | 8.65 |
| Healthcare | 11.89 | 7.18 |
| Basic Materials | 11.25 | 11.06 |
| Industrials | 17.93 | 28.92 |
| Consumer Defensive | 5.3 | 4.31 |
| Real Estate | 4.47 | 3.79 |
| Energy | - | 0.9 |
Top Comparisons
Franklin India Focused Equity Fund - Growth Plan
3Y Returns16.5%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns13.59%
Kotak Money Market Fund - (Growth)
3Y Returns7.46%
Kotak Money Market Fund - (Growth)
3Y Returns7.46%
HSBC Large Cap Fund - Regular Growth
3Y Returns13.38%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.7%
Franklin India Opportunities Fund - Growth
3Y Returns30.12%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns14.95%
