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

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tortoise-icon Tata Small Cap Fund Regular Growth

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tortoise-icon 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) ₹8883 Cr ₹3168 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

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month -0.9% 3.46%
6 Month -15.83% -10.47%
1 Year 0.72% 0.06%
3 Year 19.17% 17.22%
5 Year 33.52% 31.45%

SIP Return Analysis

Scheme Name Tata Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month -3.1% -0.29%
1 Year -12.71% -8.28%
3 Year 17.26% 16.71%
5 Year 23.52% 21.34%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 28.19% 16.78%
3 Year 29.82% 18.05%
5 Year 28.63% 15.38%

Risk Management

Scheme Name Tata Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 15.861% 14.09%
Sharp 0.793% 0.52%
Beta 0.736% 0.77%
Alpha 3.356% 0.22%

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Fund Managers

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

Market Cap

Scheme Name

Tata Small Cap Fund Regular Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 7.03 8.14
Small Cap 84.22 83.41
Mid Cap 8.75 2.94
Large Cap - 5.51

Sector Allocation

Scheme Name

Tata Small Cap Fund Regular Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.25 8.9
Healthcare 10.59 9.08
Basic Materials 18.16 9.08
Consumer Cyclical 15.97 18.36
Financial Services 8.32 17.68
Technology 5.85 4.4
Real Estate 3.86 3.3
Industrials 24.35 19.46
Consumer Defensive 3.84 4.93
Utilities 0.82 1.22
Communication Services - 3.59

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