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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 | Very High | Very High |
| Asset Size (Cr) | ₹11637 Cr | ₹3341 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 | -0.83% | 3.29% |
| 6 Month | 9.4% | 14.92% |
| 1 Year | -9.47% | 1.62% |
| 3 Year | 19.58% | 20.75% |
| 5 Year | 29.12% | 27.58% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.75% | 0.96% |
| 1 Year | 5.06% | 11.29% |
| 3 Year | 13.85% | 15.17% |
| 5 Year | 19.02% | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.4% | 14.64% |
| 3 Year | 28.5% | 18.25% |
| 5 Year | 30.65% | 15.68% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.07% | 15.71% |
| Sharp | 0.80% | 0.87% |
| Beta | 0.76% | 0.77% |
| Alpha | 0.09% | 0.87% |
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 | 17.27 | 8.28 |
| Small Cap | 76.22 | 84.1 |
| Mid Cap | 6.51 | 1.7 |
| Large Cap | - | 5.92 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 11.94 | 6.01 |
| Industrials | 24.95 | 18.55 |
| Healthcare | 7.47 | 12.08 |
| Basic Materials | 19.12 | 7.98 |
| Consumer Cyclical | 17.32 | 21.13 |
| Financial Services | 4.77 | 18.08 |
| Technology | 6.74 | 4.45 |
| Utilities | 1.19 | 1.14 |
| Real Estate | 4.7 | 2.41 |
| Consumer Defensive | 1.79 | 2.7 |
| Communication Services | - | 5.47 |
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