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

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tortoise-icon Axis Small Cap Fund Regular 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 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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