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Sundaram Small Cap Fund Regular Plan vs Axis Small Cap Fund 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) | ₹23139 Cr | ₹3168 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 | 1.71% | 3.46% |
| 6 Month | -6.36% | -10.47% |
| 1 Year | 6.88% | 0.06% |
| 3 Year | 16.91% | 17.22% |
| 5 Year | 29.28% | 31.45% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.34% | -0.29% |
| 1 Year | -4.54% | -8.28% |
| 3 Year | 17.18% | 16.71% |
| 5 Year | 21.33% | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.9% | 16.78% |
| 3 Year | 19.99% | 18.05% |
| 5 Year | 19.66% | 15.38% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.09% |
| Sharp | 0.59% | 0.52% |
| Beta | 0.69% | 0.77% |
| Alpha | 1.2% | 0.22% |
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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 | 14 | 8.14 |
| Small Cap | 64.45 | 83.41 |
| Mid Cap | 17.51 | 2.94 |
| Large Cap | 4.05 | 5.51 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 13.78 | 8.9 |
| Utilities | 0.54 | 1.22 |
| Consumer Cyclical | 10.55 | 18.36 |
| Communication Services | 0.81 | 3.59 |
| Technology | 7.13 | 4.4 |
| Healthcare | 11.43 | 9.08 |
| Financial Services | 17.17 | 17.68 |
| Basic Materials | 10.58 | 9.08 |
| Industrials | 18.4 | 19.46 |
| Consumer Defensive | 4.76 | 4.93 |
| Real Estate | 4.85 | 3.3 |
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