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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) | ₹26547 Cr | ₹15969 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 | -3.24% | -4.78% |
| 6 Month | -6.04% | -10.46% |
| 1 Year | 3.14% | -3.53% |
| 3 Year | 17.22% | 17.25% |
| 5 Year | 20.78% | 22.96% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.7% | -10.89% |
| 1 Year | -9.48% | -17.62% |
| 3 Year | 6.81% | 1.38% |
| 5 Year | 12.72% | 11.2% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.49% | 15.08% |
| 3 Year | 19.14% | 22.21% |
| 5 Year | 20.52% | 17.17% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.69% |
| Sharp | 0.83% | 0.71% |
| Beta | 0.7% | 0.89% |
| Alpha | 0.83% | -1.18% |
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 | 17.73 | 8.13 |
| Large Cap | 5.46 | 2.09 |
| Small Cap | 65.54 | 71.77 |
| Mid Cap | 11.28 | 18.01 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.17 | 1.11 |
| Energy | 0.95 | 0.82 |
| Utilities | 0.87 | - |
| Financial Services | 19.24 | 22.65 |
| Consumer Cyclical | 11.52 | 17.27 |
| Communication Services | 0.82 | - |
| Healthcare | 13.36 | 10 |
| Industrials | 16.17 | 23.28 |
| Basic Materials | 10.52 | 7.84 |
| Real Estate | 4.38 | 3.01 |
| Technology | 8.76 | 9.63 |
| Consumer Defensive | 5.24 | 4.39 |
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