HSBC Small Cap Fund vs Axis Small Cap Fund compare

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)	₹25975 Cr	₹15886 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	-0.76%	-1.24%
6 Month	13.17%	14.28%
1 Year	-2.07%	-10.19%
3 Year	18.88%	19.76%
5 Year	25.74%	29.78%

SIP Return Analysis

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
6 Month	1.38%	0.16%
1 Year	9.84%	4.15%
3 Year	16.12%	13.68%
5 Year	18.52%	19.14%

Rolling Lumpsum Returns

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Year	17.27%	15.99%
3 Year	19.6%	22.74%
5 Year	20.16%	16.77%

Risk Management

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	11.78%	18.17%
Sharp	0.85%	0.69%
Beta	0.7%	0.91%
Alpha	0.23%	-2.37%

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	14.44	4.28
Small Cap	68.87	73.48
Mid Cap	12.92	20.58
Large Cap	3.77	1.66

Sector Allocation

Scheme Name	Axis Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	10.75	3.61
Utilities	0.57	-
Financial Services	17.07	15.38
Consumer Cyclical	10.3	15.03
Communication Services	0.91	-
Technology	9.12	10.03
Healthcare	13.96	7.67
Basic Materials	11.55	10.87
Industrials	16.08	27.9
Consumer Defensive	5.54	5.1
Real Estate	4.16	3.65
Energy	-	0.77

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