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HDFC Small Cap Fund vs Axis Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 4.09% | 4.04% |
| 6 Month | -7.04% | -3.83% |
| 1 Year | 1.79% | 13.12% |
| 3 Year | 19.28% | 17.65% |
| 5 Year | 34.67% | 30.71% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.51% | -2.01% |
| 1 Year | -13.54% | -6.08% |
| 3 Year | 15.48% | 16.77% |
| 5 Year | 22.51% | 21.32% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.52% | 18.9% |
| 3 Year | 19.66% | 19.99% |
| 5 Year | 16.96% | 19.66% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.223% | 11.78% |
| Sharp | 0.719% | 0.59% |
| Beta | 0.784% | 0.69% |
| Alpha | 1.828% | 1.2% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Shreyash Devalkar |
| Total AUM | ₹520687 Cr | ₹166770 Cr |
| Funds Managed | 40 | 14 |
| HDFC Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.66 | 14 |
| Small Cap | 80.87 | 64.45 |
| Mid Cap | 8.61 | 17.51 |
| Large Cap | 3.87 | 4.05 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.66 | 13.78 |
| Industrials | 23.81 | 18.4 |
| Consumer Cyclical | 18.74 | 10.55 |
| Consumer Defensive | 2.16 | 4.76 |
| Financial Services | 12.19 | 17.17 |
| Communication Services | 2.25 | 0.81 |
| Healthcare | 12.18 | 11.43 |
| Basic Materials | 6.7 | 10.58 |
| Utilities | 0.43 | 0.54 |
| Technology | 14.88 | 7.13 |
| Real Estate | - | 4.85 |
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