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Tata Small Cap Fund vs Axis Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8883 Cr | ₹23139 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Nov 2018 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 5% |
| Expense Ratio | 1.7 | 1.61 |
| Manager | Chandraprakash Padiyar | Shreyash Devalkar |
| ISIN Code | INF277K015O2 | INF846K01K01 |
| 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 | Axis 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 | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2% | 4.04% |
| 6 Month | -10.78% | -3.83% |
| 1 Year | 8.57% | 13.12% |
| 3 Year | 20.95% | 17.67% |
| 5 Year | 35.23% | 30.73% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -5.43% | -2.01% |
| 1 Year | -13.81% | -6.08% |
| 3 Year | 17.11% | 16.77% |
| 5 Year | 23.75% | 21.32% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 28.19% | 18.9% |
| 3 Year | 29.82% | 19.99% |
| 5 Year | 28.63% | 19.66% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.861% | 11.78% |
| Sharp | 0.793% | 0.59% |
| Beta | 0.736% | 0.69% |
| Alpha | 3.356% | 1.2% |
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Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Shreyash Devalkar |
| Total AUM | ₹15627 Cr | ₹166770 Cr |
| Funds Managed | 3 | 14 |
| Tata Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.03 | 14 |
| Small Cap | 84.22 | 64.45 |
| Mid Cap | 8.75 | 17.51 |
| Large Cap | - | 4.05 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.25 | 13.78 |
| Healthcare | 10.59 | 11.43 |
| Basic Materials | 18.16 | 10.58 |
| Consumer Cyclical | 15.97 | 10.55 |
| Financial Services | 8.32 | 17.17 |
| Technology | 5.85 | 7.13 |
| Real Estate | 3.86 | 4.85 |
| Industrials | 24.35 | 18.4 |
| Consumer Defensive | 3.84 | 4.76 |
| Utilities | 0.82 | 0.54 |
| Communication Services | - | 0.81 |
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