All comparisons
Head-to-head
Axis Small Cap Fund - Direct Plan - Growth OptionvsHDFC Small Cap Fund - Direct Plan - Growth Option
Side-by-side comparison of Axis Small Cap Fund - Direct Plan - Growth Option and HDFC Small Cap Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small cap
Axis Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.57 L
5Y ago₹2.17 L
small cap
HDFC Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.38 L
5Y ago₹2.08 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Axis Small Cap Fund - Direct Pl… | HDFC Small Cap Fund - Direct Pl… |
|---|---|---|
| Fund house | Axis Mutual Fund | HDFC Mutual Fund |
| Category | Equity Schemes - Small Cap Fund | Equity Scheme - Small Cap Fund |
| Latest NAV | ₹136.77 | ₹160.90 |
| Assets managed (AUM) | — | — |
| 1Y return | 12.43% | -0.72% |
| 3Y CAGR | 16.13% | 11.29% |
| 5Y CAGR | 16.71% | 15.72% |
| Since inception CAGR | 22.78% | 18.07% |
| Bumpiness · 3Y (annualised σ) | 14.93 | 16.16 |
| Worst drop ever | -34.64% | -48.26% |
| Sharpe · 3Y (rf=6%) | 0.60 | 0.29 |
Explore each fund individually
Axis Small Cap Fund - Direct Plan - Growth Option →HDFC Small Cap Fund - Direct Plan - Growth Option →
Want to compare more than two? Add up to 3 more funds on the full compare page.