Axis Small Cap Fund vs HSBC Small Cap Fund compare
Axis Small Cap Fund - Regular Plan - Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| 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) | ₹22263 Cr | ₹16396 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 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 | 1.62 | 1.7 |
| Manager | Shreyash Devalkar | Venugopal Manghat |
| ISIN Code | INF846K01K01 | INF917K01QC7 |
| Exits Load | Exit load of 1% for investments beyond 10% if redeemed within 12 months/365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -6.59% | -4.54% |
| 6 Month | 13.66% | 15.84% |
| 1 Year | 26.72% | 34.83% |
| 3 Year | 18.12% | 23.17% |
| 5 Year | 26.57% | 30.32% |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 24.04% | 24.84% |
| 3 Year | 26.13% | 31.19% |
| 5 Year | 28.44% | 34.49% |
| 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 | 1.13% | 1.4% |
| Beta | 0.64% | 0.8% |
| Alpha | 3.26% | 7.09% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 11.16 | 3.91 |
| Small Cap | 71.87 | 72.94 |
| Large Cap | 3.67 | 3.03 |
| Mid Cap | 13.3 | 20.12 |
| Scheme Name |
Axis Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 6.21 | 2.51 |
| Financial | 15.4 | 7.98 |
| Energy | 0.58 | - |
| Technology | 6.4 | 5.93 |
| Automobile | 5.92 | 3.89 |
| Metals & Mining | 5.67 | 8.71 |
| Insurance | 0.11 | - |
| Healthcare | 10.76 | 5.3 |
| Chemicals | 7.09 | 1.41 |
| Services | 6.9 | 10.12 |
| Capital Goods | 10.42 | 17.67 |
| Consumer Staples | 4.34 | 5.57 |
| Consumer Discretionary | 5.78 | 2.17 |
| Construction | 10.8 | 12.47 |
| Materials | 2.69 | 9.17 |
| Diversified | 0.75 | 3.4 |
| Textiles | 0.18 | 3.7 |
Top Comparisons
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns11.6%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns11.6%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns15.43%
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option
3Y Returns7.21%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns11.67%
Quant Focused Fund-Growth
3Y Returns16.22%
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Regular Plan - Growth Option
3Y Returns5.74%
ICICI Prudential Income Optimizer Fund (FOF) - Growth
3Y Returns10.74%