Axis Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Fund Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22263 Cr ₹3333 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Nov 2013 10 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 5% 22%
Expense Ratio 1.62 1.93
Manager Shreyash Devalkar Rohit Seksaria
ISIN Code INF846K01K01 INF903J01470
Exits Load Exit load of 1% for investments beyond 10% if redeemed within 12 months/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month -5.73% -8.27%
6 Month 10.01% 6.18%
1 Year 24.65% 21.82%
3 Year 18.42% 17.73%
5 Year 26.36% 26.71%

SIP Return Analysis

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 24.04% 22.27%
3 Year 26.13% 28.41%
5 Year 28.44% 30.37%

Rolling Lumpsum Returns

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 18.63% 16.53%
3 Year 20.16% 17.99%
5 Year 19.24% 15.23%

Risk Management

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 11.78% 14.09%
Sharp 1.13% 1%
Beta 0.64% 0.75%
Alpha 3.26% 1.64%

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Fund Managers

Scheme Name Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Name Shreyash Devalkar Rohit Seksaria
Total AUM ₹166770 Cr ₹0 Cr
Fund Manage 14 15
Axis Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Axis Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 11.16 6.79
Small Cap 71.87 76.79
Large Cap 3.67 7.72
Mid Cap 13.3 8.71

Sector Allocation

Scheme Name

Axis Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 6.21 2.48
Financial 15.4 24.44
Energy 0.58 1.2
Technology 6.4 8.31
Automobile 5.92 3.14
Metals & Mining 5.67 2.72
Insurance 0.11 -
Healthcare 10.76 8.1
Chemicals 7.09 2.36
Services 6.9 11.54
Capital Goods 10.42 10.59
Consumer Staples 4.34 6.04
Consumer Discretionary 5.78 5.01
Construction 10.8 6.33
Materials 2.69 4.69
Diversified 0.75 -
Textiles 0.18 1.12
Unclassified - 1.94

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