Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Small Cap Fund vs Tata Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Tata Small Cap Fund Regular Growth

Invest Now

tortoise-icon Axis Small Cap Fund Regular 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 Growth Axis Small Cap Fund Regular Growth
Fund Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8883 Cr ₹23139 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Nov 2018 29 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 4.59% 5%
Expense Ratio 1.7 1.61
Manager Chandraprakash Padiyar Shreyash Devalkar
ISIN Code INF277K015O2 INF846K01K01
Exits Load Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis 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 Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
1 Month 7.92% 6.65%
6 Month -17.4% -14.09%
1 Year 9.61% 8.26%
3 Year 20.82% 15.26%
5 Year 36.3% 31.74%

SIP Return Analysis

Scheme Name Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
6 Month -10.82% -7.39%
1 Year -15.99% -9.92%
3 Year 17.11% 15.94%
5 Year 24.2% 21.27%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
1 Year 28.19% 18.9%
3 Year 29.82% 19.99%
5 Year 28.63% 19.66%

Risk Management

Scheme Name Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth
Standard Deviation 15.861% 11.78%
Sharp 0.793% 0.61%
Beta 0.736% 0.68%
Alpha 3.356% 1.37%

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 Growth Axis Small Cap Fund Regular Growth
Name Chandraprakash Padiyar Shreyash Devalkar
Total AUM ₹15627 Cr ₹166770 Cr
Funds Managed 3 14
Tata Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

Market Cap

Scheme Name

Tata Small Cap Fund Regular Growth

Axis Small Cap Fund Regular Growth

Others 4.72 12.82
Small Cap 87.44 65.82
Mid Cap 7.85 17.55
Large Cap - 3.81

Sector Allocation

Scheme Name

Tata Small Cap Fund Regular Growth

Axis Small Cap Fund Regular Growth

Others 6.17 12.57
Healthcare 10.9 10.95
Basic Materials 18.67 10.7
Consumer Cyclical 17.15 10.65
Financial Services 8.57 16.73
Technology 5.37 7.39
Real Estate 4.36 5.28
Industrials 24.31 19.69
Consumer Defensive 3.65 4.7
Utilities 0.85 0.55
Communication Services - 0.79

Top Comparisons

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns13.76%

VS

Edelweiss Multi Asset Allocation Fund - Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Bond Fund - Growth ICICI Prudential Bond Fund - Growth

3Y Returns7.37%

VS

UTI Medium to Long Duration Fund- Regular Plan - Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

3Y Returns9.19%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.74%

VS

LIC MF Liquid Fund-Growth LIC MF Liquid Fund-Growth

3Y Returns6.67%

Compare Now

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.57%

VS

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns7.02%

Compare Now
Add to Cart Successfully