Tata Small Cap Fund vs Axis Small Cap Fund compare
Tata Small Cap Fund-Regular Plan-Growth
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Small Cap Fund-Regular Plan-Growth | Axis Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5819 Cr | ₹18616 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 02 Nov 2018 | 05 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Close Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 5% |
| Expense Ratio | 1.77 | 1.65 |
| Manager | Chandraprakash Padiyar | Shreyash Devalkar |
| ISIN Code | INF277K015O2 | INF846K01K01 |
| Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 | Exit load of 1% for investments beyond 10% if redeemed within 12 months/365 |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.1% | 1.98% |
| 6 Month | 25.81% | 16.82% |
| 1 Year | 47.41% | 38.67% |
| 3 Year | 26.66% | 22.61% |
| 5 Year | 32.83% | 29.3% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.89% | 15.95% |
| 3 Year | 50.59% | 43.23% |
| 5 Year | 124.15% | 102.17% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 34.72% | 29.67% |
| 3 Year | 93.09% | 76.53% |
| 5 Year | 137.56% | 110.45% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.28% | 11.78% |
| Sharp | 1.36% | 1.31% |
| Beta | 0.68% | 0.62% |
| Alpha | 5.37% | 3.86% |
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| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Shreyash Devalkar |
| Total AUM | ₹15627 Cr | ₹166770 Cr |
| Fund Manage | 3 | 14 |
| Tata Small Cap Fund-Regular Plan-Growth | Axis Small Cap Fund - Regular Plan - Growth |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.71 | 11.16 |
| Small Cap | 91.58 | 71.87 |
| Mid Cap | 1.71 | 13.3 |
| Large Cap | - | 3.67 |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.57 | 6.21 |
| Chemicals | 9.78 | 7.09 |
| Capital Goods | 11.25 | 10.42 |
| Financial | 13.46 | 15.4 |
| Services | 13.52 | 6.9 |
| Consumer Staples | 7.52 | 4.34 |
| Materials | 6.51 | 2.69 |
| Technology | 5.24 | 6.4 |
| Construction | 4.58 | 10.8 |
| Metals & Mining | 8.28 | 5.67 |
| Healthcare | 7.97 | 10.76 |
| Textiles | 2.47 | 0.18 |
| Consumer Discretionary | 1.31 | 5.78 |
| Automobile | 1.54 | 5.92 |
| Diversified | - | 0.75 |
| Energy | - | 0.58 |
| Insurance | - | 0.11 |
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