HDFC Small Cap Fund vs Axis Small Cap Fund compare

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HDFC Small Cap Fund Regular Growth

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Axis Small Cap Fund Regular Growth

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Chart Comparison

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

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)	₹31230 Cr	₹25062 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

Scheme Name	HDFC Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
1 Month	7.37%	6.15%
6 Month	-5.19%	-3.34%
1 Year	4.56%	8.15%
3 Year	28.43%	23.97%
5 Year	35.11%	31.16%

Scheme Name	HDFC Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
6 Month	11.82%	10.15%
1 Year	9.1%	9.99%
3 Year	20.55%	20.29%
5 Year	24.28%	22.31%

Scheme Name	HDFC Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
1 Year	16.61%	18.22%
3 Year	19.63%	19.38%
5 Year	17.14%	19.81%

Scheme Name	HDFC Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	16.223%	13.37%
Sharp	0.719%	1.1%
Beta	0.784%	0.69%
Alpha	1.828%	1.92%

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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

Scheme Name	HDFC Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
Others	6.66	13.25
Small Cap	80.87	66.54
Mid Cap	8.61	16.2
Large Cap	3.87	3.96

Scheme Name	HDFC Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
Others	6.66	13.25
Industrials	23.81	-
Consumer Cyclical	18.74	-
Consumer Defensive	2.16	-
Financial Services	12.19	-
Communication Services	2.25	-
Healthcare	12.18	-
Basic Materials	6.7	-
Utilities	0.43	-
Technology	14.88	-
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