Axis Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Axis Small Cap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| 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 |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.1% | -3.17% |
| 6 Month | 15.67% | 13.17% |
| 1 Year | 36.52% | 38.46% |
| 3 Year | 21.49% | 21.34% |
| 5 Year | 27.23% | 27.92% |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.95% | 16.31% |
| 3 Year | 43.23% | 48.22% |
| 5 Year | 102.17% | 111.75% |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.47% | 16.58% |
| 3 Year | 20.42% | 18.1% |
| 5 Year | 19.27% | 15.28% |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.09% |
| Sharp | 1.28% | 1.09% |
| Beta | 0.63% | 0.75% |
| Alpha | 3.75% | 1.53% |
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| 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 |
| 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 |
| 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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