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Axis Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
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 | Average | Very High |
| Asset Size (Cr) | ₹11324 Cr | ₹26547 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 | -4.04% | -3.24% |
| 6 Month | -15.62% | -6.04% |
| 1 Year | -5.94% | 3.14% |
| 3 Year | 14.42% | 17.22% |
| 5 Year | 21.86% | 20.78% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.61% | -1.01% |
| 1 Year | -6.12% | 5.13% |
| 3 Year | 5.51% | 10.92% |
| 5 Year | 13.12% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 20.4% | 16.49% |
| 3 Year | 28.09% | 19.14% |
| 5 Year | 29.52% | 20.52% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.39% | 14.33% |
| Sharp | 0.57% | 0.78% |
| Beta | 0.78% | 0.70% |
| Alpha | -2.36% | 0.62% |
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 | 14.16 | 17.73 |
| Small Cap | 77.85 | 65.54 |
| Mid Cap | 8 | 11.28 |
| Large Cap | - | 5.46 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.79 | 8.17 |
| Industrials | 30.21 | 16.17 |
| Healthcare | 5.97 | 13.36 |
| Basic Materials | 17.18 | 10.52 |
| Consumer Cyclical | 17.09 | 11.52 |
| Financial Services | 6.24 | 19.24 |
| Technology | 6.27 | 8.76 |
| Utilities | 1.32 | 0.87 |
| Real Estate | 4.06 | 4.38 |
| Consumer Defensive | 1.87 | 5.24 |
| Energy | - | 0.95 |
| Communication Services | - | 0.82 |
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