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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) | ₹26769 Cr | ₹3450 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 | -0.27% | -0.76% |
| 6 Month | -0.63% | 1.7% |
| 1 Year | -1.1% | 0.28% |
| 3 Year | 19.51% | 21.59% |
| 5 Year | 22.15% | 22.9% |
SIP Return Analysis
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.95% | -2.25% |
| 1 Year | 3.18% | 7.06% |
| 3 Year | 12.31% | 13.1% |
| 5 Year | 16.04% | 16.75% |
Rolling Lumpsum Returns
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.71% | 14.27% |
| 3 Year | 19.3% | 18.58% |
| 5 Year | 20.5% | 15.81% |
Risk Management
| Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.09% |
| Sharp | 0.84% | 0.88% |
| Beta | 0.7% | 0.77% |
| Alpha | 1.26% | 2.04% |
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 | 13.75 | 7.97 |
| Large Cap | 5.12 | 6.5 |
| Small Cap | 68.75 | 83.24 |
| Mid Cap | 12.38 | 2.29 |
Sector Allocation
| Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.14 | 4.94 |
| Energy | 0.94 | - |
| Utilities | 0.9 | 1.03 |
| Financial Services | 19.23 | 19.4 |
| Consumer Cyclical | 11.69 | 20.39 |
| Communication Services | 0.75 | 5.1 |
| Healthcare | 13.34 | 12.01 |
| Industrials | 15.57 | 18.92 |
| Basic Materials | 10.48 | 8.75 |
| Real Estate | 4.35 | 2.33 |
| Technology | 9.11 | 4.57 |
| Consumer Defensive | 5.47 | 2.57 |
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