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Axis Small Cap Fund vs HDFC Top 100 Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
17.52%
VS
3Y Return
11.02%
| Parameter | AAxis Small Cap Fund - Direct Plan - Growth | BHDFC Top 100 Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | HDFC Mutual Fund |
| Category | Small Cap | Large Cap |
| NAV (₹) | 124.14 | 14.66 |
| AUM (₹ Cr) | 2.74 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.92% | 0.31% |
| Riskometer | Very High | Very High |
| Volatility | 17.03 | 13.05 |
| Sharpe Ratio | 0.65 | 0.35 |
| 1 Year Return (%) | 4.52% | -2.86% |
| 3 Year Return (%) | 17.52% | 11.02% |
| 5 Year Return (%) | 18.04% | 10.33% |
| Since Launch (%) | 22.39% | 9.47% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 December 2013 | 23 February 2022 |
| Exit Load | Nil | Nil |
| Fund Manager | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) | Rahul Baijal; Roshi Jain (4.1 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty 50 |
| 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. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 12% | 33% |
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 HDFC Top 100 Fund?
- Expense ratio: 0.31%
- 3Y return: 11.02%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.35
SIP Calculator – Compare Growth Potential
Axis Small Cap Fund
₹1630847.06
@17.5% annual return (3Y)
HDFC Top 100 Fund
₹1096225.54
@11.0% 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
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⚠️ 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.