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Sundaram Small Cap Fund Regular Plan vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8883 Cr | ₹3168 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 | 1.97 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.72% | 8.3% |
| 6 Month | -16.84% | -17.65% |
| 1 Year | 11.84% | 3.02% |
| 3 Year | 21.88% | 15.43% |
| 5 Year | 36.38% | 33.67% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -10.82% | -11.08% |
| 1 Year | -15.99% | -18.51% |
| 3 Year | 17.11% | 14.02% |
| 5 Year | 24.2% | 20.59% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 28.19% | 16.78% |
| 3 Year | 29.82% | 18.05% |
| 5 Year | 28.63% | 15.38% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.861% | 14.09% |
| Sharp | 0.793% | 0.55% |
| Beta | 0.736% | 0.77% |
| Alpha | 3.356% | 0.62% |
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Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Rohit Seksaria |
| Total AUM | ₹15627 Cr | ₹0 Cr |
| Funds Managed | 3 | 15 |
| Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.72 | 7.11 |
| Small Cap | 87.44 | 83.36 |
| Mid Cap | 7.85 | 4.29 |
| Large Cap | - | 5.23 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.17 | 7.57 |
| Healthcare | 10.9 | 8.7 |
| Basic Materials | 18.67 | 10.1 |
| Consumer Cyclical | 17.15 | 17.05 |
| Financial Services | 8.57 | 17.7 |
| Technology | 5.37 | 4.98 |
| Real Estate | 4.36 | 3.37 |
| Industrials | 24.31 | 20.93 |
| Consumer Defensive | 3.65 | 4.76 |
| Utilities | 0.85 | 1.46 |
| Communication Services | - | 3.4 |
| Energy | - | 0 |
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