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

Link copied to clipboard!

tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Fund Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹23952 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 1.93
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 Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month -6.55% -6.31%
6 Month -0.63% -3.13%
1 Year 11.07% 6.45%
3 Year 17% 17.39%
5 Year 23.15% 24.1%

SIP Return Analysis

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 3.23% -2.49%
3 Year 20.12% 20.48%
5 Year 24.25% 25.03%

Rolling Lumpsum Returns

Scheme Name Axis Small Cap Fund - Regular Plan - 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 Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 11.78% 14.09%
Sharp 0.97% 0.83%
Beta 0.64% 0.75%
Alpha 2.66% 0.89%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Name Shreyash Devalkar Rohit Seksaria
Total AUM ₹166770 Cr ₹0 Cr
Fund Manage 14 15
Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Axis Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 13.11 4.61
Small Cap 67.41 85.31
Mid Cap 15.27 6.85
Large Cap 4.27 3.23

Sector Allocation

Scheme Name

Axis Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 13.11 4.61
Gas 0.55 1.7
Auto Components 7.32 5.11
IT - Services 1.17 4.96
Banks 3.86 7.91
Non - Ferrous Metals 0.41 -
Pharmaceuticals & Biotechnology 4.25 4.78
Healthcare Services 5.8 3.54
Chemicals & Petrochemicals 7.64 3.04
IT - Software 3.86 4.07
Construction 2.83 4.26
Retailing 1.29 -
Electrical Equipment 1.55 2.09
Aerospace & Defense 1.38 -
Transport Services 0.24 0.28
Textiles & Apparels 0.39 0.83
Capital Markets 5.62 7.76
Agricultural Food & other Products 2.83 0.94
Industrial Products 6.74 10.56
Finance 7.24 5.47
Consumer Durables 5.72 8.18
Realty 5.26 3.42
Financial Technology (Fintech) 1.84 -
Leisure Services 1.07 3.37
Food Products 1.61 -
Cement & Cement Products 2.3 1.67
Industrial Manufacturing 2.67 0.86
Household Products 0.61 -
Commercial Services & Supplies 0.63 -
Cigarettes & Tobacco Products 0.27 -
Petroleum Products - 0.95
Personal Products - 2.27
Fertilizers & Agrochemicals - 1.69
Automobiles - 0.83
Entertainment - 1.4
Other Consumer Services - 1.06
Insurance - 0.59
Beverages - 1.8

Top Comparisons

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns6.34%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns6.14%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns22.69%

VS

SBI Magnum Comma Fund - Regular Plan - Growth SBI Magnum Comma Fund - Regular Plan - Growth

3Y Returns8.07%

Compare Now

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns6.14%

VS

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

3Y Returns5.69%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns13.89%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns15.09%

Compare Now
Request call back
Add to Cart Successfully