HSBC Small Cap Fund vs Axis 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 | -4.1% | 1.86% |
| 6 Month | 15.67% | 22.79% |
| 1 Year | 36.52% | 46% |
| 3 Year | 21.49% | 30.37% |
| 5 Year | 27.23% | 32.48% |
| 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% |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.47% | 18.41% |
| 3 Year | 20.42% | 22.98% |
| 5 Year | 19.27% | 14.96% |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.69% |
| Sharp | 1.28% | 1.4% |
| Beta | 0.63% | 0.8% |
| Alpha | 3.75% | 7.09% |
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| 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 |
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