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 | 7.37% | 9.71% |
6 Month | -10.07% | -13.59% |
1 Year | 10.38% | 3.03% |
3 Year | 16.08% | 16.12% |
5 Year | 29.59% | 31.74% |
SIP Return Analysis
Scheme Name | Axis Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -2.01% | -2.7% |
1 Year | -6.08% | -10.61% |
3 Year | 16.77% | 16.11% |
5 Year | 21.32% | 21.26% |
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 | 0.59% | 0.52% |
Beta | 0.69% | 0.77% |
Alpha | 1.2% | 0.22% |
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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 | 14 | 8.14 |
Small Cap | 64.45 | 83.41 |
Mid Cap | 17.51 | 2.94 |
Large Cap | 4.05 | 5.51 |
Sector Allocation
Scheme Name |
Axis Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 13.78 | 8.9 |
Utilities | 0.54 | 1.22 |
Consumer Cyclical | 10.55 | 18.36 |
Communication Services | 0.81 | 3.59 |
Technology | 7.13 | 4.4 |
Healthcare | 11.43 | 9.08 |
Financial Services | 17.17 | 17.68 |
Basic Materials | 10.58 | 9.08 |
Industrials | 18.4 | 19.46 |
Consumer Defensive | 4.76 | 4.93 |
Real Estate | 4.85 | 3.3 |
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