HDFC Small Cap Fund vs Axis Small Cap Fund compare

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HDFC Small Cap Fund - Growth Option

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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 Risk	Very High Risk
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

Scheme Name	HDFC Small Cap Fund - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
1 Month	-8.04%	-8.04%
6 Month	-14.53%	-11.45%
1 Year	-0.7%	4.31%
3 Year	19.79%	16.35%
5 Year	24.75%	21.21%

Scheme Name	HDFC Small Cap Fund - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-14.3%	-10.07%
3 Year	16.51%	14.9%
5 Year	24.53%	21.39%

Scheme Name	HDFC Small Cap Fund - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
1 Year	17.52%	18.9%
3 Year	19.66%	19.99%
5 Year	16.96%	19.66%

Scheme Name	HDFC Small Cap Fund - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation	15.712%	11.78%
Sharp	0.796%	0.74%
Beta	0.801%	0.65%
Alpha	1.015%	2.4%

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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

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

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