HSBC Small Cap Fund vs Axis 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) ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

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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 13.11 2
Small Cap 67.41 74.77
Mid Cap 15.27 21.26
Large Cap 4.27 1.97

Sector Allocation

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

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