Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Small Cap Fund vs Axis Small Cap Fund compare

Link copied to clipboard!

tortoise-icon HDFC Small Cap Fund Regular Growth

Invest Now

tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
1 Month 3.43% 3.21%
6 Month -4.59% -3.27%
1 Year 3.88% 6.88%
3 Year 29.81% 24.83%
5 Year 34.85% 30.99%

SIP Return Analysis

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%

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 16.223% 11.78%
Sharp 0.719% 1.04%
Beta 0.784% 0.69%
Alpha 1.828% 1.72%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.66 13.25
Small Cap 80.87 66.54
Mid Cap 8.61 16.2
Large Cap 3.87 3.96

Sector Allocation

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

Top Comparisons

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns26.07%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns24.14%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns7.84%

VS

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns8.07%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.05%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.79%

Compare Now

HDFC MNC Fund - Regular (G) HDFC MNC Fund - Regular (G)

3Y Returns0%

VS

UTI - MNC Fund - Regular Plan - Growth Option UTI - MNC Fund - Regular Plan - Growth Option

3Y Returns17.01%

Compare Now
Add to Cart Successfully