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Tata Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Tata Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11410 Cr | ₹3450 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Nov 2018 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 22% |
| Expense Ratio | 1.7 | 1.97 |
| Manager | Chandraprakash Padiyar | Rohit Seksaria |
| ISIN Code | INF277K015O2 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.67% | -2.71% |
| 6 Month | -8.35% | 0.36% |
| 1 Year | -15.54% | -3.78% |
| 3 Year | 14.66% | 19.45% |
| 5 Year | 23.82% | 22.95% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.64% | -0.73% |
| 1 Year | -7.56% | 10.98% |
| 3 Year | 7.43% | 13.87% |
| 5 Year | 14.5% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.92% | 14.39% |
| 3 Year | 28.24% | 18.55% |
| 5 Year | 29.97% | 15.79% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.32% | 15.79% |
| Sharp | 0.59% | 0.83% |
| Beta | 0.77% | 0.77% |
| Alpha | -1.52% | 1.89% |
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Rohit Seksaria |
| Total AUM | ₹15627 Cr | ₹0 Cr |
| Funds Managed | 3 | 15 |
| Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 18.19 | 9.85 |
| Small Cap | 74.45 | 81.65 |
| Mid Cap | 7.36 | 2.26 |
| Large Cap | - | 6.23 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 12.98 | 7.44 |
| Industrials | 25.91 | 18.24 |
| Healthcare | 5.46 | 11.99 |
| Basic Materials | 18.09 | 8.49 |
| Consumer Cyclical | 17.84 | 19.13 |
| Financial Services | 5.66 | 18.65 |
| Technology | 6.66 | 4.38 |
| Utilities | 1.2 | 1.09 |
| Real Estate | 4.44 | 2.58 |
| Consumer Defensive | 1.77 | 2.59 |
| Communication Services | - | 5.41 |
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