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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) | ₹11410 Cr | ₹26769 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 | -5.18% | -4.1% |
| 6 Month | -9.03% | -2.09% |
| 1 Year | -16.36% | -5.1% |
| 3 Year | 14.29% | 16.9% |
| 5 Year | 23.43% | 21.83% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.64% | -1.82% |
| 1 Year | -7.56% | 6.55% |
| 3 Year | 7.43% | 13.03% |
| 5 Year | 14.5% | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 21.4% | 16.71% |
| 3 Year | 28.16% | 19.3% |
| 5 Year | 29.84% | 20.5% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.32% | 11.78% |
| Sharp | 0.59% | 0.84% |
| Beta | 0.77% | 0.7% |
| Alpha | -1.52% | 1.26% |
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 | 14.24 | 13.75 |
| Small Cap | 78.23 | 68.75 |
| Mid Cap | 7.53 | 12.38 |
| Large Cap | - | 5.12 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.49 | 8.14 |
| Industrials | 29.57 | 15.57 |
| Healthcare | 5.62 | 13.34 |
| Basic Materials | 17.36 | 10.48 |
| Consumer Cyclical | 18.1 | 11.69 |
| Financial Services | 6.02 | 19.23 |
| Technology | 6.53 | 9.11 |
| Utilities | 1.24 | 0.9 |
| Real Estate | 4.12 | 4.35 |
| Consumer Defensive | 1.96 | 5.47 |
| Energy | - | 0.94 |
| Communication Services | - | 0.75 |
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