Sundaram Small Cap Fund Regular Plan vs Axis Small Cap Fund 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) | ₹23952 Cr | ₹3450 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 | 1.93 |
| 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 | -5.76% | -5.75% |
| 6 Month | 0.32% | -1.21% |
| 1 Year | 15.7% | 11.68% |
| 3 Year | 16.98% | 16.76% |
| 5 Year | 24.34% | 24.64% |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.7% | 3.65% |
| 3 Year | 22.42% | 22.73% |
| 5 Year | 25.89% | 26.67% |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.63% | 16.53% |
| 3 Year | 20.16% | 17.99% |
| 5 Year | 19.24% | 15.23% |
| Scheme Name | Axis Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 14.09% |
| Sharp | 0.97% | 0.83% |
| Beta | 0.64% | 0.75% |
| Alpha | 2.66% | 0.89% |
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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 |
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