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Axis Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Axis Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹25569 Cr | ₹3282 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Nov 2013 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 5% | 22% |
| Expense Ratio | 1.61 | 1.97 |
| Manager | Shreyash Devalkar | Rohit Seksaria |
| ISIN Code | INF846K01K01 | INF903J01470 |
| Exits Load | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.56% | 5.26% |
| 6 Month | 19.41% | 24.99% |
| 1 Year | -0.94% | -2.49% |
| 3 Year | 19.04% | 20.44% |
| 5 Year | 25.86% | 26.98% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.9% | 5.06% |
| 1 Year | 10.93% | 13.21% |
| 3 Year | 17.65% | 18.18% |
| 5 Year | 19.68% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.75% | 15.05% |
| 3 Year | 19.97% | 18.08% |
| 5 Year | 20% | 15.62% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.09% |
| Sharp | 0.87% | 0.84% |
| Beta | 0.69% | 0.77% |
| Alpha | 0.94% | 0.54% |
Fund Managers
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Shreyash Devalkar | Rohit Seksaria |
| Total AUM | ₹166770 Cr | ₹0 Cr |
| Funds Managed | 14 | 15 |
| Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 14.44 | 7.49 |
| Small Cap | 68.87 | 85.9 |
| Mid Cap | 12.92 | 0.99 |
| Large Cap | 3.77 | 5.63 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.75 | 5.27 |
| Utilities | 0.57 | 1.09 |
| Financial Services | 17.07 | 17.74 |
| Consumer Cyclical | 10.3 | 21.48 |
| Communication Services | 0.91 | 5.4 |
| Technology | 7.17 | 4.17 |
| Healthcare | 13.96 | 12.28 |
| Basic Materials | 11.55 | 8.03 |
| Industrials | 18.03 | 19.02 |
| Consumer Defensive | 5.54 | 3.12 |
| Real Estate | 4.16 | 2.41 |
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