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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) | ₹25569 Cr | ₹3282 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 | 2.45% | 3.83% |
| 6 Month | 17.16% | 21.9% |
| 1 Year | -0.84% | -2.23% |
| 3 Year | 17.91% | 19.05% |
| 5 Year | 27.11% | 28.27% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.9% | 5.06% |
| 1 Year | 10.93% | 13.21% |
| 3 Year | 17.65% | 18.18% |
| 5 Year | 19.68% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.75% | 15.05% |
| 3 Year | 19.97% | 18.08% |
| 5 Year | 20% | 15.62% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.09% |
| Sharp | 0.87% | 0.84% |
| Beta | 0.69% | 0.77% |
| Alpha | 0.94% | 0.54% |
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 | 14.09 | 7.93 |
| Small Cap | 68.76 | 85.57 |
| Mid Cap | 13.42 | 0.97 |
| Large Cap | 3.74 | 5.53 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.43 | 5.89 |
| Utilities | 0.6 | 1.15 |
| Financial Services | 17.62 | 19.02 |
| Consumer Cyclical | 10.06 | 20.38 |
| Communication Services | 0.91 | 5.23 |
| Technology | 6.39 | 3.41 |
| Healthcare | 14.1 | 11.84 |
| Basic Materials | 12.07 | 8.13 |
| Industrials | 18.08 | 19.06 |
| Consumer Defensive | 5.49 | 3.24 |
| Real Estate | 4.26 | 2.66 |
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