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) | ₹25062 Cr | ₹3311 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 | 2.17% | 1.79% |
6 Month | 2.2% | 2.56% |
1 Year | 6.01% | 4.33% |
3 Year | 23.8% | 25.35% |
5 Year | 30.33% | 31.73% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 12.78% | 13.56% |
1 Year | 16.08% | 14.15% |
3 Year | 21.43% | 21.15% |
5 Year | 22.77% | 22.85% |
Rolling Lumpsum Returns
Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.22% | 15.61% |
3 Year | 19.38% | 17.89% |
5 Year | 19.81% | 15.53% |
Risk Management
Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.78% | 14.09% |
Sharp | 1.25% | 1.22% |
Beta | 0.7% | 0.78% |
Alpha | 1.25% | 0.83% |
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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 | 15.9 | 8.01 |
Small Cap | 65.19 | 83.98 |
Mid Cap | 15.22 | 2.19 |
Large Cap | 3.69 | 5.81 |
Sector Allocation
Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 12.67 | 7.15 |
Utilities | 0.49 | 1.23 |
Financial Services | 18.16 | 20.34 |
Consumer Cyclical | 10.19 | 18.42 |
Communication Services | 0.84 | 3.7 |
Technology | 6.65 | 3.46 |
Healthcare | 11.36 | 11.06 |
Basic Materials | 10.47 | 7.62 |
Industrials | 18.94 | 20.11 |
Consumer Defensive | 5.71 | 3.69 |
Real Estate | 4.53 | 3.24 |
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