Sundaram Small Cap Fund Regular Plan vs Tata Small Cap Fund compare
Tata Small Cap Fund-Regular Plan-Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Tata 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) | ₹9464 Cr | ₹3450 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Nov 2018 | 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 | 4.59% | 22% |
| Expense Ratio | 1.7 | 1.93 |
| Manager | Chandraprakash Padiyar | Rohit Seksaria |
| ISIN Code | INF277K015O2 | INF903J01470 |
| 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 | 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 | Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.01% | -5.75% |
| 6 Month | 0.79% | -1.21% |
| 1 Year | 21.89% | 11.68% |
| 3 Year | 20.87% | 16.76% |
| 5 Year | 28.37% | 24.64% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.13% | 3.65% |
| 3 Year | 26.78% | 22.73% |
| 5 Year | 30.74% | 26.67% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 27.86% | 16.53% |
| 3 Year | 30.27% | 17.99% |
| 5 Year | 27.96% | 15.23% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.28% | 14.09% |
| Sharp | 1.35% | 0.83% |
| Beta | 0.67% | 0.75% |
| Alpha | 5.5% | 0.89% |
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| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Rohit Seksaria |
| Total AUM | ₹15627 Cr | ₹0 Cr |
| Fund Manage | 3 | 15 |
| Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.66 | 4.61 |
| Small Cap | 84.36 | 85.31 |
| Mid Cap | 7.98 | 6.85 |
| Large Cap | - | 3.23 |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.66 | 4.61 |
| Pharmaceuticals & Biotechnology | 5.08 | 4.78 |
| Industrial Products | 16.54 | 10.56 |
| Leisure Services | 3.28 | 3.37 |
| Healthcare Services | 4.07 | 3.54 |
| Banks | 4.78 | 7.91 |
| Capital Markets | 4.13 | 7.76 |
| IT - Software | 2.22 | 4.07 |
| Power | 0.1 | - |
| Consumer Durables | 4.02 | 8.18 |
| IT - Hardware | 1.77 | - |
| Transport Services | 2.04 | 0.28 |
| Household Products | 0.75 | - |
| Agricultural Food & other Products | 1.76 | 0.94 |
| Auto Components | 4.17 | 5.11 |
| Diversified | 3.31 | - |
| Realty | 4.93 | 3.42 |
| Chemicals & Petrochemicals | 9.99 | 3.04 |
| Retailing | 1.02 | - |
| Transport Infrastructure | 2.26 | - |
| Fertilizers & Agrochemicals | 1 | 1.69 |
| Other Construction Materials | 0.59 | - |
| Commercial Services & Supplies | 5.86 | - |
| Industrial Manufacturing | 2.04 | 0.86 |
| Textiles & Apparels | 2.34 | 0.83 |
| Ferrous Metals | 1.36 | - |
| Beverages | 2.93 | 1.8 |
| Construction | - | 4.26 |
| IT - Services | - | 4.96 |
| Petroleum Products | - | 0.95 |
| Personal Products | - | 2.27 |
| Finance | - | 5.47 |
| Electrical Equipment | - | 2.09 |
| Automobiles | - | 0.83 |
| Entertainment | - | 1.4 |
| Gas | - | 1.7 |
| Cement & Cement Products | - | 1.67 |
| Other Consumer Services | - | 1.06 |
| Insurance | - | 0.59 |
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