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Sundaram Small Cap Fund Regular Plan vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹11416 Cr | ₹3282 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 | 2.81% | 4.08% |
| 6 Month | 16.98% | 23.28% |
| 1 Year | -7.15% | -2.76% |
| 3 Year | 19.59% | 19.21% |
| 5 Year | 28.77% | 26.94% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.41% | 5.06% |
| 1 Year | 5.72% | 13.21% |
| 3 Year | 17.07% | 18.18% |
| 5 Year | 21.35% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.17% | 15.05% |
| 3 Year | 28.72% | 18.08% |
| 5 Year | 31.28% | 15.62% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.01% | 14.09% |
| Sharp | 0.86% | 0.84% |
| Beta | 0.77% | 0.77% |
| Alpha | 1.63% | 0.54% |
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 | 12.11 | 7.93 |
| Small Cap | 81.63 | 85.57 |
| Mid Cap | 6.26 | 0.97 |
| Large Cap | - | 5.53 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.62 | 5.89 |
| Healthcare | 9.72 | 11.84 |
| Basic Materials | 19.78 | 8.13 |
| Consumer Cyclical | 18.21 | 20.38 |
| Financial Services | 4.82 | 19.02 |
| Technology | 4.63 | 3.41 |
| Utilities | 0.92 | 1.15 |
| Real Estate | 4.11 | 2.66 |
| Industrials | 25.55 | 19.06 |
| Consumer Defensive | 2.62 | 3.24 |
| Communication Services | - | 5.23 |
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