Back to all funds
Small CapVSBalanced Hybrid
Axis Small Cap Fund vs Angel One Mutual Fund Balanced Advantage Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
17.52%
VS
3Y Return
12.3%
| Parameter | AAxis Small Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Balanced Advantage Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | Angel One Mutual Fund |
| Category | Small Cap | Balanced Hybrid |
| NAV (₹) | 124.14 | 16.39 |
| AUM (₹ Cr) | 2.74 Lac Cr | 1.56 Lac Cr |
| Expense Ratio (%) | 0.92% | 0.78% |
| Riskometer | Very High | Moderately High |
| Volatility | 17.03 | 8.79 |
| Sharpe Ratio | 0.65 | 0.66 |
| 1 Year Return (%) | 4.52% | 3.08% |
| 3 Year Return (%) | 17.52% | 12.3% |
| 5 Year Return (%) | 18.04% | 7.51% |
| Since Launch (%) | 22.39% | 10.94% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 December 2013 | 7 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) | Gopal Agrawal; Srinivasan Ramamurthy (5.1 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty 50 Hybrid Composite Debt 65:35 Index |
| Top 3 Holdings | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) | HDFC Bank Ltd. (6.8%), ICICI Bank Ltd. (5.5%), Reliance Industries Ltd. (4.5%) |
| Asset Allocation | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% | Equity: 65.00% | Debt: 30.00% | T-Bills: 5.00% |
| Portfolio Turnover | 12% | 127% |
Why consider Axis Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
Why consider Angel One Mutual Fund Balanced Advantage Fund?
- Expense ratio: 0.78%
- 3Y return: 12.3%
- AUM: 1.56 Lac Cr
- Sharpe Ratio: 0.66
SIP Calculator – Compare Growth Potential
Axis Small Cap Fund
₹1630847.06
@17.5% annual return (3Y)
Angel One Mutual Fund Balanced Advantage Fund
₹1182670.66
@12.3% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
Explore More Comparisons
⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.