Sundaram Small Cap Fund Regular Plan vs Axis Small Cap Fund compare

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Axis Small Cap Fund Regular Growth

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Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

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

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)	₹25975 Cr	₹3341 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

Scheme Name	Axis Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	2.93%	3.01%
6 Month	12.33%	15.17%
1 Year	3.71%	2.66%
3 Year	19.53%	21.22%
5 Year	26.21%	27.76%

Scheme Name	Axis Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	2.68%	4.48%
1 Year	13.56%	18.65%
3 Year	16.87%	17.76%
5 Year	18.77%	19.49%

Scheme Name	Axis Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	17.27%	14.64%
3 Year	19.6%	18.25%
5 Year	20.16%	15.68%

Scheme Name	Axis Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	11.78%	14.09%
Sharp	0.85%	0.87%
Beta	0.7%	0.77%
Alpha	0.23%	0.62%

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

Scheme Name	Axis Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Large Cap	14.13	10.17
Others	0.62	2.87
Small Cap	66.35	82.07
Mid Cap	18.9	4.58

Scheme Name	Axis Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	10.81	5.71
Gas	0.58	1.14
Capital Markets	5.11	4.38
Auto Components	5.97	8.03
IT - Services	1.68	5.38
Pharmaceuticals & Biotechnology	6.66	5.7
Electrical Equipment	2.96	1.07
Retailing	1.18	3.71
Banks	4.3	8.9
Non - Ferrous Metals	0.42	-
Healthcare Services	6.06	4.94
Chemicals & Petrochemicals	8.22	2.31
Paper, Forest & Jute Products	0.15	-
IT - Software	2.48	3.25
Industrial Manufacturing	3.44	1.26
Aerospace & Defense	1.29	2.22
Diversified Metals	0.22	-
Transport Services	0.43	-
Textiles & Apparels	0.7	1.8
Agricultural Food & other Products	3.1	1.62
Industrial Products	5.74	7.53
Consumer Durables	4.66	7.3
Finance	7.36	4.79
Construction	2.97	2.58
Realty	4.25	2.41
Agricultural, Commercial & Construction Vehicles	0.13	-
Household Products	1.19	-
Financial Technology (Fintech)	1.57	-
Leisure Services	1.86	3.4
Food Products	0.98	-
Cement & Cement Products	1.81	1.18
Commercial Services & Supplies	0.47	-
Cigarettes & Tobacco Products	0.19	-
Beverages	0.62	-
Insurance	0.44	1.43
Fertilizers & Agrochemicals	-	2.76
Entertainment	-	0.98
Personal Products	-	1.09
Other Utilities	-	1.18
Transport Infrastructure	-	1.64