- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹26769 Cr | ₹3450 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 | -0.27% | -0.76% |
| 6 Month | -0.63% | 1.7% |
| 1 Year | -1.1% | 0.28% |
| 3 Year | 19.51% | 21.59% |
| 5 Year | 22.15% | 22.9% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.95% | -2.25% |
| 1 Year | 3.18% | 7.06% |
| 3 Year | 12.31% | 13.1% |
| 5 Year | 16.04% | 16.75% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.71% | 14.27% |
| 3 Year | 19.3% | 18.58% |
| 5 Year | 20.5% | 15.81% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.09% |
| Sharp | 0.84% | 0.88% |
| Beta | 0.7% | 0.77% |
| Alpha | 1.26% | 2.04% |
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 | 13.75 | 7.97 |
| Large Cap | 5.12 | 6.5 |
| Small Cap | 68.75 | 83.24 |
| Mid Cap | 12.38 | 2.29 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.14 | 4.94 |
| Energy | 0.94 | - |
| Utilities | 0.9 | 1.03 |
| Financial Services | 19.23 | 19.4 |
| Consumer Cyclical | 11.69 | 20.39 |
| Communication Services | 0.75 | 5.1 |
| Healthcare | 13.34 | 12.01 |
| Industrials | 15.57 | 18.92 |
| Basic Materials | 10.48 | 8.75 |
| Real Estate | 4.35 | 2.33 |
| Technology | 9.11 | 4.57 |
| Consumer Defensive | 5.47 | 2.57 |
Top Comparisons
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns16.95%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns18.2%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.64%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.7%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.41%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns18.25%
