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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 | 6.12% | 9.71% |
| 6 Month | -16.92% | -13.59% |
| 1 Year | 7.89% | 3.04% |
| 3 Year | 19.53% | 16.12% |
| 5 Year | 33.91% | 31.72% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.43% | -2.7% |
| 1 Year | -13.81% | -10.61% |
| 3 Year | 17.11% | 16.11% |
| 5 Year | 23.75% | 21.26% |
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% | 0.52% |
| Beta | 0.736% | 0.77% |
| Alpha | 3.356% | 0.22% |
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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 | 7.03 | 8.14 |
| Small Cap | 84.22 | 83.41 |
| Mid Cap | 8.75 | 2.94 |
| Large Cap | - | 5.51 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.25 | 8.9 |
| Healthcare | 10.59 | 9.08 |
| Basic Materials | 18.16 | 9.08 |
| Consumer Cyclical | 15.97 | 18.36 |
| Financial Services | 8.32 | 17.68 |
| Technology | 5.85 | 4.4 |
| Real Estate | 3.86 | 3.3 |
| Industrials | 24.35 | 19.46 |
| Consumer Defensive | 3.84 | 4.93 |
| Utilities | 0.82 | 1.22 |
| Communication Services | - | 3.59 |
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