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) | ₹8883 Cr | ₹23139 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 | 0.89% | 3.12% |
6 Month | -12.72% | -4.28% |
1 Year | 2.65% | 8.83% |
3 Year | 19.91% | 17.48% |
5 Year | 34.31% | 29.87% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | -3.1% | -0.34% |
1 Year | -12.71% | -4.54% |
3 Year | 17.26% | 17.18% |
5 Year | 23.52% | 21.33% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 28.19% | 18.9% |
3 Year | 29.82% | 19.99% |
5 Year | 28.63% | 19.66% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.861% | 11.78% |
Sharp | 0.793% | 0.59% |
Beta | 0.736% | 0.69% |
Alpha | 3.356% | 1.2% |
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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 | 7.03 | 14 |
Small Cap | 84.22 | 64.45 |
Mid Cap | 8.75 | 17.51 |
Large Cap | - | 4.05 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 8.25 | 13.78 |
Healthcare | 10.59 | 11.43 |
Basic Materials | 18.16 | 10.58 |
Consumer Cyclical | 15.97 | 10.55 |
Financial Services | 8.32 | 17.17 |
Technology | 5.85 | 7.13 |
Real Estate | 3.86 | 4.85 |
Industrials | 24.35 | 18.4 |
Consumer Defensive | 3.84 | 4.76 |
Utilities | 0.82 | 0.54 |
Communication Services | - | 0.81 |
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