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Axis Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹23139 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Apr 2008 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 5% |
| Expense Ratio | 1.57 | 1.61 |
| Manager | Dhruv Muchhal | Shreyash Devalkar |
| ISIN Code | INF179KA1RZ8 | INF846K01K01 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis 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 | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -5.83% | -4.27% |
| 6 Month | -18.91% | -14.51% |
| 1 Year | -2.39% | 6.02% |
| 3 Year | 18.09% | 15.7% |
| 5 Year | 26.95% | 23.24% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -13.51% | -11.79% |
| 1 Year | -24.16% | -16.78% |
| 3 Year | 12.58% | 12.96% |
| 5 Year | 21.72% | 19.84% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.52% | 18.9% |
| 3 Year | 19.66% | 19.99% |
| 5 Year | 16.96% | 19.66% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.223% | 14.369% |
| Sharp | 0.719% | 0.608% |
| Beta | 0.784% | 0.698% |
| Alpha | 1.828% | -0.016% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Shreyash Devalkar |
| Total AUM | ₹520687 Cr | ₹166770 Cr |
| Fund Manage | 40 | 14 |
| HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.65911 | 12.82417 |
| Small Cap | 80.86902 | 65.81595 |
| Mid Cap | 8.60642 | 17.54716 |
| Large Cap | 3.86543 | 3.81274 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.65911 | 12.57298 |
| Industrials | 23.80905 | 19.68908 |
| Consumer Cyclical | 18.74453 | 10.64525 |
| Consumer Defensive | 2.15678 | 4.70354 |
| Financial Services | 12.19071 | 16.7344 |
| Communication Services | 2.24752 | 0.79178 |
| Healthcare | 12.18412 | 10.94804 |
| Basic Materials | 6.70031 | 10.70286 |
| Utilities | 0.43072 | 0.54751 |
| Technology | 14.87713 | 7.38726 |
| Real Estate | - | 5.27732 |
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