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

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Axis Small Cap Fund - Regular Plan - Growth

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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 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 Risk	Very High Risk
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

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	-8.04%	-9.75%
6 Month	-11.45%	-15.09%
1 Year	4.31%	-1.58%
3 Year	16.34%	16.4%
5 Year	21.21%	21.46%

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	-10.07%	-16.91%
3 Year	14.9%	14.11%
5 Year	21.39%	21.53%

Scheme Name	Axis Small Cap Fund - Regular Plan - 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%

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	11.78%	14.09%
Sharp	0.74%	0.68%
Beta	0.65%	0.74%
Alpha	2.4%	1.72%

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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	13.11	4.61
Small Cap	67.41	85.31
Mid Cap	15.27	6.85
Large Cap	4.27	3.23

Scheme Name	Axis Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	13.11	4.61
Gas	0.55	1.7
Auto Components	7.32	5.11
IT - Services	1.17	4.96
Banks	3.86	7.91
Non - Ferrous Metals	0.41	-
Pharmaceuticals & Biotechnology	4.25	4.78
Healthcare Services	5.8	3.54
Chemicals & Petrochemicals	7.64	3.04
IT - Software	3.86	4.07
Construction	2.83	4.26
Retailing	1.29	-
Electrical Equipment	1.55	2.09
Aerospace & Defense	1.38	-
Transport Services	0.24	0.28
Textiles & Apparels	0.39	0.83
Capital Markets	5.62	7.76
Agricultural Food & other Products	2.83	0.94
Industrial Products	6.74	10.56
Finance	7.24	5.47
Consumer Durables	5.72	8.18
Realty	5.26	3.42
Financial Technology (Fintech)	1.84	-
Leisure Services	1.07	3.37
Food Products	1.61	-
Cement & Cement Products	2.3	1.67
Industrial Manufacturing	2.67	0.86
Household Products	0.61	-
Commercial Services & Supplies	0.63	-
Cigarettes & Tobacco Products	0.27	-
Petroleum Products	-	0.95
Personal Products	-	2.27
Fertilizers & Agrochemicals	-	1.69
Automobiles	-	0.83
Entertainment	-	1.4
Other Consumer Services	-	1.06
Insurance	-	0.59
Beverages	-	1.8