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
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| 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) | ₹5819.06912 Cr | ₹18615.716500000002 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 |
SIP Return Analysis
| 1 Month | - | - |
| 6 Month | 4.46% | 6.61% |
| 1 Year | 15.05% | 18.06% |
| 3 Year | 42.66% | 40.86% |
| 5 Year | 109.35% | 98.72% |
Trailing Lumpsum Returns
| 1 Month | 10.46% | 6.8% |
| 6 Month | 24.32% | 19.73% |
| 1 Year | 48.07% | 43.24% |
| 3 Year | 32.68% | 27.02% |
| 5 Year | 27.37% | 26.72% |
Rolling Lumpsum Returns
| 1 Month | - | - |
| 6 Month | - | - |
| 1 Year | 29.9% | 26.7% |
| 3 Year | 85% | 73.6% |
| 5 Year | 117.59% | 101.28% |
Risk Management
| Sharp | 1.53% | 1.52% |
| Beta | 0.71% | 0.65% |
| Alpha | 6.33% | 4.67% |
Fund Managers
| Fund | Tata Small Cap Fund-Regular Plan-Growth | Axis Small Cap Fund - Regular Plan - Growth |
| Name | Chandraprakash Padiyar | Shreyash Devalkar |
| Total AUM | ₹14882 Cr | ₹142754 Cr |
| Fund Manage | 3 | 13 |
Overview SIP Return Analysis Trailing Lumpsum Returns Rolling Lumpsum Returns Risk Management Fund Managers
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)
₹5819.06912 Cr ₹18615.716500000002 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
1 Month
- -
6 Month
4.46% 6.61%
1 Year
15.05% 18.06%
3 Year
42.66% 40.86%
5 Year
109.35% 98.72%
1 Month
10.46%% 6.8%%
6 Month
24.32%% 19.73%%
1 Year
48.07%% 43.24%%
3 Year
32.68%% 27.02%%
5 Year
27.37%% 26.72%%
1 Month
-% -%
6 Month
-% -%
1 Year
29.9%% 26.7%%
3 Year
85%% 73.6%%
5 Year
117.59%% 101.28%%
Sharp
1.53%% 1.52%%
Beta
0.71%% 0.65%%
Alpha
6.33%% 4.67%%
Fund
Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
Name
Chandraprakash Padiyar Shreyash Devalkar
Total AUM
₹14882 Cr ₹142754 Cr
Fund Manage
3 13
Top Comparisons
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AUM 7821.2236Cr.
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