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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) | ₹11637 Cr | ₹25975 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 | -0.83% | 2.84% |
| 6 Month | 9.4% | 11.09% |
| 1 Year | -9.47% | 2.65% |
| 3 Year | 19.58% | 19.44% |
| 5 Year | 29.12% | 26.19% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.75% | -0.66% |
| 1 Year | 5.06% | 6.67% |
| 3 Year | 13.85% | 14.32% |
| 5 Year | 19.02% | 17.41% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 23.4% | 17.27% |
| 3 Year | 28.5% | 19.6% |
| 5 Year | 30.65% | 20.16% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.04% | 11.78% |
| Sharp | 0.82% | 0.85% |
| Beta | 0.78% | 0.7% |
| Alpha | 0.42% | 0.23% |
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 | 17.27 | 14.56 |
| Small Cap | 76.22 | 68.95 |
| Mid Cap | 6.51 | 13.12 |
| Large Cap | - | 3.37 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.94 | 10.82 |
| Industrials | 24.95 | 16.2 |
| Healthcare | 7.47 | 13.47 |
| Basic Materials | 19.12 | 11.37 |
| Consumer Cyclical | 17.32 | 11.15 |
| Financial Services | 4.77 | 17.03 |
| Technology | 6.74 | 8.99 |
| Utilities | 1.19 | 0.58 |
| Real Estate | 4.7 | 4.25 |
| Consumer Defensive | 1.79 | 5.22 |
| Communication Services | - | 0.91 |
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