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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) | ₹36294 Cr | ₹25569 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 | 4.44% | 3.56% |
| 6 Month | 28% | 19.41% |
| 1 Year | 0.8% | -0.94% |
| 3 Year | 23.32% | 19.04% |
| 5 Year | 29.77% | 25.86% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 7.65% | 3.9% |
| 1 Year | 18.5% | 10.93% |
| 3 Year | 19.59% | 17.65% |
| 5 Year | 22.66% | 19.68% |
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 | 15.29% | 11.78% |
| Sharp | 0.99% | 0.87% |
| Beta | 0.76% | 0.69% |
| Alpha | 3.13% | 0.94% |
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 | 10.9 | 14.44 |
| Small Cap | 77.14 | 68.87 |
| Mid Cap | 8.29 | 12.92 |
| Large Cap | 3.66 | 3.77 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.36 | 10.75 |
| Industrials | 22.28 | 18.03 |
| Consumer Cyclical | 18.62 | 10.3 |
| Consumer Defensive | 2.29 | 5.54 |
| Financial Services | 10.72 | 17.07 |
| Communication Services | 1.87 | 0.91 |
| Healthcare | 12.52 | 13.96 |
| Basic Materials | 7.57 | 11.55 |
| Utilities | 0.31 | 0.57 |
| Technology | 13.47 | 7.17 |
| Real Estate | - | 4.16 |
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