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Tata Small Cap Fund vs Axis Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11416 Cr | ₹25569 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Nov 2018 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 5% |
| Expense Ratio | 1.7 | 1.61 |
| Manager | Chandraprakash Padiyar | Shreyash Devalkar |
| ISIN Code | INF277K015O2 | INF846K01K01 |
| 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 | Axis 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 | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.81% | 2.39% |
| 6 Month | 16.98% | 18.34% |
| 1 Year | -7.15% | -1.09% |
| 3 Year | 19.59% | 18.02% |
| 5 Year | 28.77% | 25.62% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.41% | 3.9% |
| 1 Year | 5.72% | 10.93% |
| 3 Year | 17.07% | 17.65% |
| 5 Year | 21.35% | 19.68% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.17% | 17.75% |
| 3 Year | 28.72% | 19.97% |
| 5 Year | 31.28% | 20% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.01% | 11.78% |
| Sharp | 0.86% | 0.87% |
| Beta | 0.77% | 0.69% |
| Alpha | 1.63% | 0.94% |
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Shreyash Devalkar |
| Total AUM | ₹15627 Cr | ₹166770 Cr |
| Funds Managed | 3 | 14 |
| Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.11 | 14.09 |
| Small Cap | 81.63 | 68.76 |
| Mid Cap | 6.26 | 13.42 |
| Large Cap | - | 3.74 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.62 | 10.43 |
| Healthcare | 9.72 | 14.1 |
| Basic Materials | 19.78 | 12.07 |
| Consumer Cyclical | 18.21 | 10.06 |
| Financial Services | 4.82 | 17.62 |
| Technology | 4.63 | 6.39 |
| Utilities | 0.92 | 0.6 |
| Real Estate | 4.11 | 4.26 |
| Industrials | 25.55 | 18.08 |
| Consumer Defensive | 2.62 | 5.49 |
| Communication Services | - | 0.91 |
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