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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) | ₹25975 Cr | ₹15886 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 | -1.51% | -1.85% |
| 6 Month | 12.31% | 13.57% |
| 1 Year | -3.17% | -11.36% |
| 3 Year | 18.45% | 19.56% |
| 5 Year | 25.65% | 29.61% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.38% | 0.16% |
| 1 Year | 9.84% | 4.15% |
| 3 Year | 16.12% | 13.68% |
| 5 Year | 18.52% | 19.14% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.27% | 15.99% |
| 3 Year | 19.6% | 22.74% |
| 5 Year | 20.16% | 16.77% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.78% | 18.17% |
| Sharp | 0.85% | 0.69% |
| Beta | 0.7% | 0.91% |
| Alpha | 0.23% | -2.37% |
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 | 14.44 | 4.28 |
| Small Cap | 68.87 | 73.48 |
| Mid Cap | 12.92 | 20.58 |
| Large Cap | 3.77 | 1.66 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.75 | 3.61 |
| Utilities | 0.57 | - |
| Financial Services | 17.07 | 15.38 |
| Consumer Cyclical | 10.3 | 15.03 |
| Communication Services | 0.91 | - |
| Technology | 9.12 | 10.03 |
| Healthcare | 13.96 | 7.67 |
| Basic Materials | 11.55 | 10.87 |
| Industrials | 16.08 | 27.9 |
| Consumer Defensive | 5.54 | 5.1 |
| Real Estate | 4.16 | 3.65 |
| Energy | - | 0.77 |
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