Tata Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

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tortoise-icon Axis 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 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

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
1 Month 8.15% 6.29%
6 Month 24.69% 17.56%
1 Year 46.53% 36.83%
3 Year 28.27% 25.4%
5 Year 30.43% 27.88%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year - 759.5%
3 Year - 759.5%
5 Year - 759.5%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
1 Year 33.26% 28.74%
3 Year 88.74% 74.13%
5 Year - -

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 13.28% 11.78%
Sharp 1.42% 1.4%
Beta 0.69% 0.63%
Alpha 5.62% 4.45%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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