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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) | ₹25975 Cr | ₹3341 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 | 2.84% | 3.29% |
| 6 Month | 11.09% | 14.92% |
| 1 Year | 2.65% | 1.62% |
| 3 Year | 19.44% | 20.75% |
| 5 Year | 26.19% | 27.58% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.66% | 0.96% |
| 1 Year | 6.67% | 11.29% |
| 3 Year | 14.32% | 15.17% |
| 5 Year | 17.41% | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.27% | 14.64% |
| 3 Year | 19.6% | 18.25% |
| 5 Year | 20.16% | 15.68% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.09% |
| Sharp | 0.85% | 0.87% |
| Beta | 0.7% | 0.77% |
| Alpha | 0.23% | 0.62% |
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 | 14.56 | 8.28 |
| Small Cap | 68.95 | 84.1 |
| Mid Cap | 13.12 | 1.7 |
| Large Cap | 3.37 | 5.92 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.82 | 6.01 |
| Utilities | 0.58 | 1.14 |
| Financial Services | 17.03 | 18.08 |
| Consumer Cyclical | 11.15 | 21.13 |
| Communication Services | 0.91 | 5.47 |
| Technology | 8.99 | 4.45 |
| Healthcare | 13.47 | 12.08 |
| Industrials | 16.2 | 18.55 |
| Basic Materials | 11.37 | 7.98 |
| Consumer Defensive | 5.22 | 2.7 |
| Real Estate | 4.25 | 2.41 |
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