Axis Small Cap Fund vs ICICI Prudential Smallcap Fund compare

Axis Small Cap Fund vs ICICI Prudential Smallcap Fund compare

Link copied to clipboard!

ICICI Prudential Smallcap Fund - Growth

Invest Now

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)	₹8622 Cr	₹27066 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	-0.7%	1.07%
6 Month	2.64%	4.84%
1 Year	2.49%	5.5%
3 Year	17.27%	19.33%
5 Year	25.56%	24.11%

SIP Return Analysis

Scheme Name	ICICI Prudential Smallcap Fund - Growth	Axis Small Cap Fund Regular Growth
6 Month	-0.79%	0.7%
1 Year	9.18%	11.31%
3 Year	12.45%	15.69%
5 Year	16.41%	18.01%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Smallcap Fund - Growth	Axis Small Cap Fund Regular Growth
1 Year	12.99%	17%
3 Year	16.41%	19.44%
5 Year	16.09%	20.33%

Risk Management

Scheme Name	ICICI Prudential Smallcap Fund - Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	14.99%	11.78%
Sharp	0.70%	0.93%
Beta	0.72%	0.7%
Alpha	-1.52%	0.94%

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	14.33	13.94
Small Cap	66.62	69.1
Large Cap	14.25	4.38
Mid Cap	4.79	12.58

Sector Allocation

Scheme Name	ICICI Prudential Smallcap Fund - Growth	Axis Small Cap Fund Regular Growth
Others	12.84	9.46
Industrials	26.46	15.76
Financial Services	8.9	18.35
Basic Materials	22.9	11.51
Consumer Cyclical	12.76	10.99
Healthcare	7.17	13.01
Energy	0.65	0.44
Utilities	2.45	0.87
Real Estate	1.44	4.47
Consumer Defensive	2.87	5.1
Technology	1.18	9.17
Communication Services	0.37	0.87

Top Comparisons

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.03%

VS

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.16%

Compare Now

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns10.64%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns21.01%

Compare Now

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

3Y Returns18.39%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns18.36%

Compare Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns16.33%

VS

360 ONE Focused Fund Regular-Growth

3Y Returns15.72%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully