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Axis Small Cap Fund vs Tata Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund Regular Growth

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tortoise-icon Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Fund Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8883 Cr ₹25062 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Nov 2018 29 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 4.59% 5%
Expense Ratio 1.7 1.61
Manager Chandraprakash Padiyar Shreyash Devalkar
ISIN Code INF277K015O2 INF846K01K01
Exits Load Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis 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 Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
1 Month 6.96% 6.15%
6 Month -7.87% -3.34%
1 Year 5.05% 8.15%
3 Year 26.95% 23.97%
5 Year 34.5% 31.16%

SIP Return Analysis

Scheme Name Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
6 Month 9.63% 10.15%
1 Year 3.38% 9.99%
3 Year 20.71% 20.29%
5 Year 24.62% 22.31%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
1 Year 26.47% 18.22%
3 Year 29.12% 19.38%
5 Year 29.64% 19.81%

Risk Management

Scheme Name Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Standard Deviation 15.861% 13.37%
Sharp 0.793% 1.1%
Beta 0.736% 0.69%
Alpha 3.356% 1.92%

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Fund Managers

Scheme Name Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Name Chandraprakash Padiyar Shreyash Devalkar
Total AUM ₹15627 Cr ₹166770 Cr
Funds Managed 3 14
Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

Market Cap

Scheme Name

Tata Small Cap Fund Regular Growth

Axis Small Cap Fund Regular Growth

Others 7.03 13.25
Small Cap 84.22 66.54
Mid Cap 8.75 16.2
Large Cap - 3.96

Sector Allocation

Scheme Name

Tata Small Cap Fund Regular Growth

Axis Small Cap Fund Regular Growth

Others 8.25 13.25
Healthcare 10.59 -
Basic Materials 18.16 -
Consumer Cyclical 15.97 -
Financial Services 8.32 -
Technology 5.85 -
Real Estate 3.86 -
Industrials 24.35 -
Consumer Defensive 3.84 -
Utilities 0.82 -
Gas - 0.53
Capital Markets - 5.79
Auto Components - 5.57
IT - Services - 1.43
Pharmaceuticals & Biotechnology - 4.24
Retailing - 0.62
Banks - 4.44
Non - Ferrous Metals - 0.38
Healthcare Services - 7.08
Chemicals & Petrochemicals - 7.42
Paper, Forest & Jute Products - 0.19
IT - Software - 3.11
Construction - 2.55
Electrical Equipment - 1.56
Aerospace & Defense - 1.6
Transport Services - 0.19
Textiles & Apparels - 0.67
Agricultural Food & other Products - 2.75
Industrial Products - 5.84
Consumer Durables - 6.02
Finance - 7.7
Realty - 4.66
Agricultural, Commercial & Construction Vehicles - 0.14
Household Products - 1.31
Financial Technology (Fintech) - 1.67
Leisure Services - 1.68
Food Products - 1.29
Cement & Cement Products - 1.84
Industrial Manufacturing - 2.59
Commercial Services & Supplies - 0.54
Cigarettes & Tobacco Products - 0.24
Beverages - 0.58
Insurance - 0.48

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