HSBC Small Cap Fund vs Axis Small Cap Fund compare

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Axis Small Cap Fund Regular Growth

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HSBC 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	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

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%

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%

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%

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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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

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

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