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

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Tata 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	Tata Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Fund	Tata 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)	₹10529 Cr	₹3311 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	12 Nov 2018	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	4.59%	22%
Expense Ratio	1.7	1.97
Manager	Chandraprakash Padiyar	Rohit Seksaria
ISIN Code	INF277K015O2	INF903J01470
Exits Load	Tata Small Cap Fund - Regular Plan - 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	Tata Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	3.52%	2.98%
6 Month	-4.3%	-0.59%
1 Year	2.43%	3.54%
3 Year	27.39%	26.13%
5 Year	33.48%	31.97%

Scheme Name	Tata Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	11.65%	13.09%
1 Year	6.11%	11.89%
3 Year	21.17%	21.14%
5 Year	24.82%	22.9%

Scheme Name	Tata Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	26.47%	15.61%
3 Year	29.12%	17.89%
5 Year	29.64%	15.53%

Scheme Name	Tata Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	16.37%	14.09%
Sharp	1.05%	1.03%
Beta	0.76%	0.77%
Alpha	2.45%	1.81%

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Scheme Name	Tata Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Name	Chandraprakash Padiyar	Rohit Seksaria
Total AUM	₹15627 Cr	₹0 Cr
Funds Managed	3	15
	Tata Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth

Scheme Name	Tata Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	10.04	8.01
Small Cap	82.33	83.98
Mid Cap	7.63	2.19
Large Cap	-	5.81

Scheme Name	Tata Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	9.96	7.15
Healthcare	9.5	11.06
Basic Materials	19.19	7.62
Consumer Cyclical	16.26	18.42
Financial Services	8.31	20.34
Technology	4.34	3.46
Utilities	0.96	1.23
Real Estate	3.44	3.24
Industrials	24.46	20.11
Consumer Defensive	3.58	3.69
Communication Services	-	3.7