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

Link copied to clipboard!

Axis Small Cap Fund Regular Growth

Invest Now

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 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)	₹26379 Cr	₹3439 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	-1.94%	-0.99%
6 Month	7.85%	7.45%
1 Year	2.08%	0.97%
3 Year	21.13%	22.49%
5 Year	29.41%	30.81%

Scheme Name	Axis Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	8.78%	10.72%
1 Year	11.4%	12.13%
3 Year	19.89%	20.07%
5 Year	21.66%	21.93%

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%

Scheme Name	Axis Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	11.78%	14.09%
Sharp	1.25%	1.22%
Beta	0.7%	0.78%
Alpha	1.25%	0.83%

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

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
Others	14.62	6.69
Small Cap	67.14	86.01
Mid Cap	14.62	1.59
Large Cap	3.62	5.71

Scheme Name	Axis Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	11.39	5.94
Utilities	0.52	1.18
Financial Services	19.03	19.47
Consumer Cyclical	9.93	20.31
Communication Services	0.92	3.95
Technology	7.37	3.61
Healthcare	11.89	12.14
Basic Materials	11.25	8.2
Industrials	17.93	19.36
Consumer Defensive	5.3	3.17
Real Estate	4.47	2.66