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HDFC Small Cap Fund vs Axis Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36353 Cr | ₹26143 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Apr 2008 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 5% |
| Expense Ratio | 1.57 | 1.61 |
| Manager | Dhruv Muchhal | Shreyash Devalkar |
| ISIN Code | INF179KA1RZ8 | INF846K01K01 |
| Exits Load | HDFC Small Cap Fund - 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 | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -0.91% | -2.63% |
| 6 Month | 17.95% | 15.01% |
| 1 Year | 0.67% | 1.51% |
| 3 Year | 24.83% | 20.23% |
| 5 Year | 30.11% | 26.61% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 7.54% | 3.96% |
| 1 Year | 9.68% | 4.8% |
| 3 Year | 18.16% | 16.85% |
| 5 Year | 22.21% | 19.59% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.84% | 17.75% |
| 3 Year | 19.76% | 19.97% |
| 5 Year | 17.3% | 20% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.41% | 11.78% |
| Sharp | 1.16% | 1.05% |
| Beta | 0.78% | 0.69% |
| Alpha | 3.15% | 1.3% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Shreyash Devalkar |
| Total AUM | ₹520687 Cr | ₹166770 Cr |
| Funds Managed | 40 | 14 |
| HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.49 | 14.09 |
| Small Cap | 78.55 | 68.76 |
| Mid Cap | 8.23 | 13.42 |
| Large Cap | 3.74 | 3.74 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.93 | 10.43 |
| Industrials | 23.59 | 18.08 |
| Consumer Cyclical | 18.21 | 10.06 |
| Consumer Defensive | 2.24 | 5.49 |
| Financial Services | 11.31 | 17.62 |
| Communication Services | 1.75 | 0.91 |
| Healthcare | 12.61 | 14.1 |
| Basic Materials | 7.92 | 12.07 |
| Utilities | 0.36 | 0.6 |
| Technology | 13.07 | 6.39 |
| Real Estate | - | 4.26 |
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