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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) | ₹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 | 1.71% | 1.18% |
| 6 Month | -6.36% | -14.22% |
| 1 Year | 6.88% | -3.31% |
| 3 Year | 16.91% | 17.64% |
| 5 Year | 29.28% | 34.26% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.34% | -4.76% |
| 1 Year | -4.54% | -17.7% |
| 3 Year | 17.18% | 15.15% |
| 5 Year | 21.33% | 22.97% |
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 | 0.59% | 0.572% |
| Beta | 0.69% | 0.882% |
| Alpha | 1.2% | -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 | 14 | 3.74 |
| Small Cap | 64.45 | 72.68 |
| Mid Cap | 17.51 | 21 |
| Large Cap | 4.05 | 2.59 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 13.78 | 6.47 |
| Utilities | 0.54 | - |
| Consumer Cyclical | 10.55 | 16.29 |
| Communication Services | 0.81 | - |
| Technology | 7.13 | 9.98 |
| Healthcare | 11.43 | 4.47 |
| Financial Services | 17.17 | 14.59 |
| Basic Materials | 10.58 | 10.53 |
| Industrials | 18.4 | 27.7 |
| Consumer Defensive | 4.76 | 3.38 |
| Real Estate | 4.85 | 5.2 |
| Energy | - | 1.4 |
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