Axis Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option Axis Small Cap Fund - Regular Plan - Growth
Fund HDFC Small Cap Fund - Growth Option Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹33504 Cr ₹23952 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 Index 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 - Growth Option Axis Small Cap Fund - Regular Plan - Growth
1 Month -8.61% -8.77%
6 Month -8.76% -3.94%
1 Year 4.24% 10.93%
3 Year 18.93% 16.23%
5 Year 25.84% 23.69%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 11.41% 17.24%
3 Year 27.5% 25.63%
5 Year 31.05% 27.83%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Axis Small Cap Fund - Regular Plan - Growth
1 Year 17.25% 18.63%
3 Year 19.58% 20.16%
5 Year 16.73% 19.24%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 15.17% 11.78%
Sharp 1.2% 0.97%
Beta 0.8% 0.64%
Alpha 4% 2.66%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Axis Small Cap Fund - Regular Plan - Growth
Name Dhruv Muchhal Shreyash Devalkar
Total AUM ₹520687 Cr ₹166770 Cr
Fund Manage 40 14
HDFC Small Cap Fund - Growth Option Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Axis Small Cap Fund - Regular Plan - Growth

Others 6.79 13.11
Small Cap 81.19 67.41
Large Cap 3.89 4.27
Mid Cap 8.13 15.27

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Axis Small Cap Fund - Regular Plan - Growth

Others 6.79 13.11
Commercial Services & Supplies 10.2 0.63
Transport Services 7.22 0.24
Banks 8.48 3.86
Entertainment 2.23 -
Consumer Durables 6.43 5.72
Healthcare Services 7.32 5.8
Fertilizers & Agrochemicals 3.13 -
Ferrous Metals 2.16 -
Construction 7.06 2.83
Power 0.43 -
Chemicals & Petrochemicals 1.8 7.64
Industrial Products 4.99 6.74
Leisure Services 1.56 1.07
IT - Services 0.19 1.17
Beverages 0.73 -
Auto Components 7.57 7.32
Media 0.57 -
Agricultural, Commercial & Construction Vehicles 0.27 -
IT - Software 4 3.86
Industrial Manufacturing 1.49 2.67
Pharmaceuticals & Biotechnology 4.06 4.25
Electrical Equipment 3 1.55
Retailing 2.02 1.29
Transport Infrastructure 0.52 -
Personal Products 1.31 -
Other Utilities 0.79 -
Finance 0.72 7.24
Capital Markets 1.21 5.62
Textiles & Apparels 1.75 0.39
Gas - 0.55
Non - Ferrous Metals - 0.41
Aerospace & Defense - 1.38
Agricultural Food & other Products - 2.83
Realty - 5.26
Financial Technology (Fintech) - 1.84
Food Products - 1.61
Cement & Cement Products - 2.3
Household Products - 0.61
Cigarettes & Tobacco Products - 0.27

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