Axis Small Cap Fund vs Tata Small Cap Fund compare

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Tata Small Cap Fund Regular Growth

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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

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%

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%

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%

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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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

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

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