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) | ₹34032 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | 4.41% | 4.19% |
6 Month | 0.58% | 0.58% |
1 Year | 4.38% | 6.5% |
3 Year | 29.41% | 24.78% |
5 Year | 34.37% | 30.93% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 13.51% | 12.49% |
1 Year | 12.99% | 14.09% |
3 Year | 21.72% | 21.62% |
5 Year | 24.86% | 22.96% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.33% | 11.78% |
Sharp | 1.12% | 1.04% |
Beta | 0.79% | 0.69% |
Alpha | 2.92% | 1.72% |
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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 | 7.27 | 12.65 |
Small Cap | 80.51 | 67.57 |
Mid Cap | 8.05 | 16.12 |
Large Cap | 4.16 | 3.7 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 6.59 | 12.65 |
Industrials | 23.88 | - |
Consumer Cyclical | 18.3 | - |
Consumer Defensive | 1.88 | - |
Financial Services | 13.4 | - |
Communication Services | 1.87 | - |
Healthcare | 12.17 | - |
Basic Materials | 7.29 | - |
Utilities | 0.35 | - |
Technology | 14.28 | - |
Gas | - | 0.49 |
Capital Markets | - | 6.25 |
Auto Components | - | 5.94 |
IT - Services | - | 1.42 |
Pharmaceuticals & Biotechnology | - | 4.53 |
Retailing | - | 0.64 |
Banks | - | 4.37 |
Non - Ferrous Metals | - | 0.36 |
Healthcare Services | - | 6.58 |
Chemicals & Petrochemicals | - | 7.45 |
Paper, Forest & Jute Products | - | 0.2 |
IT - Software | - | 3.14 |
Electrical Equipment | - | 1.81 |
Aerospace & Defense | - | 1.83 |
Transport Services | - | 0.21 |
Textiles & Apparels | - | 0.72 |
Agricultural Food & other Products | - | 3.38 |
Industrial Products | - | 6.4 |
Consumer Durables | - | 5.16 |
Finance | - | 7.18 |
Construction | - | 2.77 |
Realty | - | 4.55 |
Agricultural, Commercial & Construction Vehicles | - | 0.13 |
Household Products | - | 1.11 |
Financial Technology (Fintech) | - | 1.68 |
Leisure Services | - | 1.67 |
Food Products | - | 1.18 |
Cement & Cement Products | - | 1.85 |
Industrial Manufacturing | - | 2.56 |
Commercial Services & Supplies | - | 0.54 |
Cigarettes & Tobacco Products | - | 0.22 |
Beverages | - | 0.56 |
Insurance | - | 0.51 |
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