Axis Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Axis Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Axis 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) | ₹23139 Cr | ₹3168 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 29 Nov 2013 | 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 | 5% | 22% |
Expense Ratio | 1.61 | 1.97 |
Manager | Shreyash Devalkar | Rohit Seksaria |
ISIN Code | INF846K01K01 | INF903J01470 |
Exits Load | Axis Small Cap Fund - 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 | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 7.48% | 7% |
6 Month | -12.9% | -17.26% |
1 Year | 10.97% | 3.02% |
3 Year | 16.63% | 15.45% |
5 Year | 31.48% | 33.69% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -7.39% | -11.08% |
1 Year | -9.92% | -18.51% |
3 Year | 15.94% | 14.02% |
5 Year | 21.27% | 20.59% |
Rolling Lumpsum Returns
Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.9% | 16.78% |
3 Year | 19.99% | 18.05% |
5 Year | 19.66% | 15.38% |
Risk Management
Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.78% | 14.09% |
Sharp | 0.61% | 0.55% |
Beta | 0.68% | 0.77% |
Alpha | 1.37% | 0.62% |
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Fund Managers
Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Name | Shreyash Devalkar | Rohit Seksaria |
Total AUM | ₹166770 Cr | ₹0 Cr |
Funds Managed | 14 | 15 |
Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 12.82 | 7.11 |
Small Cap | 65.82 | 83.36 |
Mid Cap | 17.55 | 4.29 |
Large Cap | 3.81 | 5.23 |
Sector Allocation
Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 12.57 | 7.57 |
Utilities | 0.55 | 1.46 |
Consumer Cyclical | 10.65 | 17.05 |
Communication Services | 0.79 | 3.4 |
Technology | 7.39 | 4.98 |
Healthcare | 10.95 | 8.7 |
Financial Services | 16.73 | 17.7 |
Basic Materials | 10.7 | 10.1 |
Industrials | 19.69 | 20.93 |
Consumer Defensive | 4.7 | 4.76 |
Real Estate | 5.28 | 3.37 |
Energy | - | 0 |
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