Axis Small Cap Fund vs Tata Small Cap Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
Fund Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7868 Cr ₹22263 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 02 Nov 2018 05 Nov 2013
Category Small Cap Small Cap
Fund Type Close Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 4.59% 5%
Expense Ratio 1.72 1.62
Manager Chandraprakash Padiyar Shreyash Devalkar
ISIN Code INF277K015O2 INF846K01K01
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1% for investments beyond 10% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
1 Month 3.8% 7.62%
6 Month 27.62% 31.97%
1 Year 48.69% 39.6%
3 Year 28.4% 22.78%
5 Year 34.43% 29.99%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 17.89% 15.95%
3 Year 50.59% 43.23%
5 Year 124.15% 102.17%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
1 Year 34.72% 29.67%
3 Year 93.09% 76.53%
5 Year 137.56% 110.45%

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 13.28% 11.78%
Sharp 1.35% 1.27%
Beta 0.67% 0.63%
Alpha 5.5% 2.65%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth
Name Chandraprakash Padiyar Shreyash Devalkar
Total AUM ₹15627 Cr ₹166770 Cr
Fund Manage 3 14
Tata Small Cap Fund-Regular Plan-Growth Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 6.71 11.16
Small Cap 91.58 71.87
Mid Cap 1.71 13.3
Large Cap - 3.67

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 6.57 6.21
Healthcare 7.97 10.76
Financial 13.46 15.4
Metals & Mining 8.28 5.67
Services 13.52 6.9
Technology 5.24 6.4
Consumer Staples 7.52 4.34
Materials 6.51 2.69
Capital Goods 11.25 10.42
Construction 4.58 10.8
Chemicals 9.78 7.09
Automobile 1.54 5.92
Consumer Discretionary 1.31 5.78
Textiles 2.47 0.18
Energy - 0.58
Insurance - 0.11
Diversified - 0.75

Top Comparisons

Tata Silver ETF Fund of Fund - Regular (G) Tata Silver ETF Fund of Fund - Regular (G)

3Y Returns0%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns10.61%

Compare Now

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns22.75%

VS

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

3Y Returns22.75%

Compare Now

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns27.27%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns31.96%

Compare Now

Bandhan Floating Rate Fund Regular - Growth Bandhan Floating Rate Fund Regular - Growth

3Y Returns5.56%

VS

UTI - Floater Fund - Regular Plan  - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

3Y Returns5.29%

Compare Now
Request call back
Add to Cart Successfully