Axis Small Cap Fund vs HSBC Small Cap Fund compare

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

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tortoise-icon HSBC Small Cap Fund - Regular Growth

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Chart Comparison

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

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) ₹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

Trailing Lumpsum Returns

Scheme Name Axis Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Month 7.62% 1.86%
6 Month 31.97% 22.79%
1 Year 39.6% 46%
3 Year 22.78% 30.37%
5 Year 29.99% 32.48%

SIP Return Analysis

Scheme Name Axis Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 15.95% 21.58%
3 Year 43.23% 58.86%
5 Year 102.17% 137.96%

Rolling Lumpsum Returns

Scheme Name Axis Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Year 29.67% 36.36%
3 Year 76.53% 99.84%
5 Year 110.45% 151.38%

Risk Management

Scheme Name Axis Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation 11.78% 14.69%
Sharp 1.27% 1.4%
Beta 0.63% 0.8%
Alpha 2.65% 7.09%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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