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HSBC Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon Axis Small Cap Fund Regular Growth

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tortoise-icon 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

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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