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Compare Axis Small Cap Fund vs HDFC Small Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.59 | 1.54 |
NAV | ₹103.98 | ₹137.90 |
Fund Started | 11 Nov 2013 | 11 Feb 2008 |
Fund Size | ₹26769.08 Cr | ₹38020.31 Cr |
Exit Load | Exit load of 1% for investments beyond 10% if redeemed within 12 months | Exit load of 1% if redeemed within 1 year |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.59
1.54
NAV
₹103.98
₹137.90
Fund Started
11 Nov 2013
11 Feb 2008
Fund Size
₹26769.08 Cr
₹38020.31 Cr
Exit Load
Exit load of 1% for investments beyond 10% if redeemed within 12 months
Exit load of 1% if redeemed within 1 year
Returns
1 Year | -4.16% | -3.73% |
3 Year | 17.28% | 19.73% |
5 Year | 22.34% | 25.36% |
1 Year
-4.16%
-3.73%
3 Year
17.28%
19.73%
5 Year
22.34%
25.36%
Holding Analysis
Equity | 94.33% | 89.76% |
Cash | -2.44% | 10.24% |
Equity
94.33%
89.76%
Cash
-2.44%
10.24%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Krishna Institute of Medical Sciences Ltd | 2.72% |
CCL Products (India) Ltd. | 2.60% |
Multi Commodity Exchange Of India Ltd. | 2.49% |
Nifty 50 | 2.47% |
Brigade Enterprises Ltd. | 2.06% |
City Union Bank Ltd. | 1.99% |
JB Chemicals & Pharmaceuticals Ltd. | 1.98% |
Cholamandalam Financial Holdings Ltd. | 1.91% |
Blue Star Ltd. | 1.72% |
Kaynes Technology India Ltd. | 1.67% |
Name | Assets |
|---|---|
Firstsource Solutions Ltd. | 5.03% |
Aster DM Healthcare Ltd. | 4.19% |
eClerx Services Ltd. | 3.94% |
Bank Of Baroda | 3.57% |
Eris Lifesciences Ltd. | 2.72% |
Gabriel India Ltd. | 2.52% |
Fortis Healthcare Ltd. | 2.28% |
Indian Bank | 2.22% |
Krishna Institute of Medical Sciences Ltd | 2.01% |
Sonata Software Ltd. | 1.82% |
Fund Manager
Name | Mayank Hyanki | Chirag Setalvad |
Start Date | 21 Nov 2025 | 28 Jun 2014 |
Name
Mayank Hyanki
Chirag Setalvad
Start Date
21 Nov 2025
28 Jun 2014
About Fund
Description | The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. | The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies. |
Launch Date | 11 Nov 2013 | 11 Feb 2008 |
Description
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.
Launch Date
11 Nov 2013
11 Feb 2008