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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) | ₹26143 Cr | ₹16536 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 | -2.3% | -4.97% |
| 6 Month | 15.93% | 13.46% |
| 1 Year | 3.17% | -5.77% |
| 3 Year | 20.02% | 20.76% |
| 5 Year | 27.44% | 30.7% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.96% | 2.22% |
| 1 Year | 4.8% | -4.98% |
| 3 Year | 16.85% | 14.01% |
| 5 Year | 19.59% | 20.28% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.75% | 16.64% |
| 3 Year | 19.97% | 22.95% |
| 5 Year | 20% | 16.64% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.78% | 17.95% |
| Sharp | 1.05% | 0.87% |
| Beta | 0.69% | 0.90% |
| Alpha | 1.3% | -1.55% |
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 | 14.09 | 3.42 |
| Small Cap | 68.76 | 72.11 |
| Mid Cap | 13.42 | 22.31 |
| Large Cap | 3.74 | 2.16 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.43 | 3.42 |
| Utilities | 0.6 | - |
| Financial Services | 17.62 | 16.18 |
| Consumer Cyclical | 10.06 | 15.6 |
| Communication Services | 0.91 | - |
| Technology | 6.39 | 8.65 |
| Healthcare | 14.1 | 7.18 |
| Basic Materials | 12.07 | 11.06 |
| Industrials | 18.08 | 28.92 |
| Consumer Defensive | 5.49 | 4.31 |
| Real Estate | 4.26 | 3.79 |
| Energy | - | 0.9 |
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