Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Small Cap Fund vs ICICI Prudential Smallcap Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Smallcap Fund - Growth

Invest Now

tortoise-icon Axis Small Cap Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Smallcap Fund - Growth Axis Small Cap Fund Regular Growth
Fund ICICI Prudential Smallcap Fund - Growth Axis Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7871 Cr ₹23139 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Oct 2007 29 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 22% 5%
Expense Ratio 1.81 1.61
Manager Sharmila D'mello Shreyash Devalkar
ISIN Code INF109K01BI0 INF846K01K01
Exits Load ICICI Prudential Smallcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis 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 ICICI Prudential Smallcap Fund - Growth Axis Small Cap Fund Regular Growth
1 Month 6.52% 6.15%
6 Month -3.57% -3.34%
1 Year 0.13% 8.15%
3 Year 21.97% 23.97%
5 Year 33.84% 31.16%

SIP Return Analysis

Scheme Name ICICI Prudential Smallcap Fund - Growth Axis Small Cap Fund Regular Growth
6 Month 10.38% 10.15%
1 Year 6.27% 9.99%
3 Year 17.22% 20.29%
5 Year 21.58% 22.31%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Smallcap Fund - Growth Axis Small Cap Fund Regular Growth
1 Year 13.72% 18.22%
3 Year 15.84% 19.38%
5 Year 15.81% 19.81%

Risk Management

Scheme Name ICICI Prudential Smallcap Fund - Growth Axis Small Cap Fund Regular Growth
Standard Deviation 15.276% 11.78%
Sharp 0.586% 1.04%
Beta 0.719% 0.69%
Alpha -0.048% 1.72%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential Smallcap Fund - Growth Axis Small Cap Fund Regular Growth
Name Sharmila D'mello Shreyash Devalkar
Total AUM ₹354743 Cr ₹166770 Cr
Funds Managed 35 14
ICICI Prudential Smallcap Fund - Growth Axis Small Cap Fund Regular Growth

Market Cap

Scheme Name

ICICI Prudential Smallcap Fund - Growth

Axis Small Cap Fund Regular Growth

Others 13.3 13.25
Mid Cap 5.11 16.2
Small Cap 69.8 66.54
Large Cap 11.78 3.96

Sector Allocation

Scheme Name

ICICI Prudential Smallcap Fund - Growth

Axis Small Cap Fund Regular Growth

Others 13.3 13.25
Basic Materials 25.75 -
Communication Services 2.19 -
Consumer Defensive 2.87 -
Industrials 20.88 -
Financial Services 4.97 -
Consumer Cyclical 13.66 -
Technology 1.56 -
Healthcare 8.16 -
Energy 1.05 -
Utilities 3.7 -
Real Estate 1.9 -
Gas - 0.53
Capital Markets - 5.79
Auto Components - 5.57
IT - Services - 1.43
Pharmaceuticals & Biotechnology - 4.24
Retailing - 0.62
Banks - 4.44
Non - Ferrous Metals - 0.38
Healthcare Services - 7.08
Chemicals & Petrochemicals - 7.42
Paper, Forest & Jute Products - 0.19
IT - Software - 3.11
Construction - 2.55
Electrical Equipment - 1.56
Aerospace & Defense - 1.6
Transport Services - 0.19
Textiles & Apparels - 0.67
Agricultural Food & other Products - 2.75
Industrial Products - 5.84
Consumer Durables - 6.02
Finance - 7.7
Realty - 4.66
Agricultural, Commercial & Construction Vehicles - 0.14
Household Products - 1.31
Financial Technology (Fintech) - 1.67
Leisure Services - 1.68
Food Products - 1.29
Cement & Cement Products - 1.84
Industrial Manufacturing - 2.59
Commercial Services & Supplies - 0.54
Cigarettes & Tobacco Products - 0.24
Beverages - 0.58
Insurance - 0.48

Top Comparisons

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns16.89%

VS

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns21.31%

Compare Now

HSBC Banking and PSU Debt Fund - Regular Growth HSBC Banking and PSU Debt Fund - Regular Growth

3Y Returns7.35%

VS

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns7.58%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns21.97%

VS

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns25.29%

Compare Now

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns12.7%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns11.62%

Compare Now
Add to Cart Successfully