Axis Small Cap Fund vs HSBC Small Cap Fund compare

Overview

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Fund	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23952 Cr	₹16920 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 Index
Turn Over	5%	15%
Expense Ratio	1.61	1.68
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

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
1 Month	-5.76%	-9.3%
6 Month	0.32%	-3.09%
1 Year	15.7%	14.99%
3 Year	16.98%	19.18%
5 Year	24.34%	27.35%

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
6 Month	-	-
1 Year	9.7%	7.22%
3 Year	22.42%	26.19%
5 Year	25.89%	31.44%

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
1 Year	18.63%	18.47%
3 Year	20.16%	22.98%
5 Year	19.24%	14.99%

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Standard Deviation	11.78%	14.69%
Sharp	0.97%	1.4%
Beta	0.64%	0.8%
Alpha	2.66%	7.09%

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Name	Shreyash Devalkar	Venugopal Manghat
Total AUM	₹166770 Cr	₹41442 Cr
Fund Manage	14	7
	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Others	13.11	2
Small Cap	67.41	74.77
Mid Cap	15.27	21.26
Large Cap	4.27	1.97

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Others	13.11	2
Gas	0.55	1.68
Auto Components	7.32	5.4
IT - Services	1.17	-
Banks	3.86	3.25
Non - Ferrous Metals	0.41	-
Pharmaceuticals & Biotechnology	4.25	6.94
Healthcare Services	5.8	0.18
Chemicals & Petrochemicals	7.64	1.92
IT - Software	3.86	3.76
Construction	2.83	7.87
Retailing	1.29	2.29
Electrical Equipment	1.55	4.25
Aerospace & Defense	1.38	-
Transport Services	0.24	-
Textiles & Apparels	0.39	4.75
Capital Markets	5.62	8.11
Agricultural Food & other Products	2.83	1.74
Industrial Products	6.74	16.52
Finance	7.24	4.37
Consumer Durables	5.72	6.72
Realty	5.26	5.3
Financial Technology (Fintech)	1.84	-
Leisure Services	1.07	1.68
Food Products	1.61	-
Cement & Cement Products	2.3	-
Industrial Manufacturing	2.67	2.67
Household Products	0.61	0.53
Commercial Services & Supplies	0.63	1.67
Cigarettes & Tobacco Products	0.27	-
Paper, Forest & Jute Products	-	2.66
Fertilizers & Agrochemicals	-	2.62
Other Consumer Services	-	0.24
Beverages	-	0.88