HSBC Small Cap Fund vs Axis Small Cap Fund compare
Axis Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23139 Cr | ₹15453 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Nov 2013 | 12 May 2014 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | 5% | 15% |
Expense Ratio | 1.61 | 1.67 |
Manager | Shreyash Devalkar | Venugopal Manghat |
ISIN Code | INF846K01K01 | INF917K01QC7 |
Exits Load | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC 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 | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | 5.67% | 7.13% |
6 Month | 0.95% | -5.69% |
1 Year | 12.19% | 2.9% |
3 Year | 22.31% | 24.05% |
5 Year | 31.91% | 37.23% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.74% | 2.73% |
1 Year | 2.8% | -7.22% |
3 Year | 19.13% | 18.12% |
5 Year | 22.03% | 24.18% |
Rolling Lumpsum Returns
Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 18.9% | 19.2% |
3 Year | 19.99% | 23.02% |
5 Year | 19.66% | 15.83% |
Risk Management
Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.78% | 18.203% |
Sharp | 0.74% | 0.572% |
Beta | 0.68% | 0.882% |
Alpha | 1.93% | -0.639% |
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Fund Managers
Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | Shreyash Devalkar | Venugopal Manghat |
Total AUM | ₹166770 Cr | ₹41442 Cr |
Funds Managed | 14 | 7 |
Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 13.29 | 3.74 |
Small Cap | 65.49 | 72.68 |
Mid Cap | 17.37 | 21 |
Large Cap | 3.89 | 2.59 |
Sector Allocation
Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 13.29 | 6.47 |
Gas | 0.56 | - |
Auto Components | 6.05 | - |
IT - Services | 1.51 | - |
Pharmaceuticals & Biotechnology | 4.47 | - |
Retailing | 0.59 | - |
Banks | 4.28 | - |
Non - Ferrous Metals | 0.43 | - |
Healthcare Services | 7.19 | - |
Chemicals & Petrochemicals | 7.5 | - |
IT - Software | 3.57 | - |
Paper, Forest & Jute Products | 0.2 | - |
Construction | 2.43 | - |
Electrical Equipment | 1.47 | - |
Aerospace & Defense | 1.27 | - |
Transport Services | 0.2 | - |
Textiles & Apparels | 0.59 | - |
Capital Markets | 4.97 | - |
Agricultural Food & other Products | 2.64 | - |
Industrial Products | 6.16 | - |
Consumer Durables | 6.89 | - |
Finance | 7.33 | - |
Realty | 4.65 | - |
Agricultural, Commercial & Construction Vehicles | 0.13 | - |
Household Products | 1.34 | - |
Financial Technology (Fintech) | 1.67 | - |
Leisure Services | 1.66 | - |
Food Products | 1.3 | - |
Cement & Cement Products | 1.91 | - |
Industrial Manufacturing | 2.38 | - |
Commercial Services & Supplies | 0.55 | - |
Cigarettes & Tobacco Products | 0.22 | - |
Beverages | 0.16 | - |
Insurance | 0.48 | - |
Financial Services | - | 14.59 |
Consumer Cyclical | - | 16.29 |
Healthcare | - | 4.47 |
Industrials | - | 27.7 |
Technology | - | 9.98 |
Basic Materials | - | 10.53 |
Real Estate | - | 5.2 |
Consumer Defensive | - | 3.38 |
Energy | - | 1.4 |
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