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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) | ₹26769 Cr | ₹16203 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 | -2.95% | -3.77% |
| 6 Month | -0.73% | -5.27% |
| 1 Year | -4.47% | -14.9% |
| 3 Year | 17.28% | 17.28% |
| 5 Year | 22.49% | 24.88% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.82% | -4.1% |
| 1 Year | 6.55% | 0.13% |
| 3 Year | 13.03% | 9.07% |
| 5 Year | 16.2% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.83% | 15.36% |
| 3 Year | 19.37% | 22.44% |
| 5 Year | 20.47% | 17.02% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.32% | 18.31% |
| Sharp | 0.78% | 0.66% |
| Beta | 0.70% | 0.90% |
| Alpha | 1.03% | -0.89% |
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 | 13.94 | 4.05 |
| Large Cap | 4.38 | 2.07 |
| Small Cap | 69.1 | 74.12 |
| Mid Cap | 12.58 | 19.76 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.46 | 2.62 |
| Energy | 0.44 | 0.82 |
| Utilities | 0.87 | - |
| Financial Services | 18.35 | 17.59 |
| Consumer Cyclical | 10.99 | 15.98 |
| Communication Services | 0.87 | - |
| Healthcare | 13.01 | 8.77 |
| Industrials | 15.76 | 26.38 |
| Basic Materials | 11.35 | 7.52 |
| Real Estate | 4.63 | 5.35 |
| Technology | 9.17 | 10.38 |
| Consumer Defensive | 5.1 | 4.58 |
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