Tata Small Cap Fund vs Axis Small Cap Fund compare

Overview

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth
Fund	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9464 Cr	₹23952 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

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth
1 Month	-7.01%	-5.76%
6 Month	0.79%	0.32%
1 Year	21.89%	15.7%
3 Year	20.87%	16.98%
5 Year	28.37%	24.34%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	11.13%	9.7%
3 Year	26.78%	22.42%
5 Year	30.74%	25.89%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth
1 Year	27.86%	18.63%
3 Year	30.27%	20.16%
5 Year	27.96%	19.24%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation	13.28%	11.78%
Sharp	1.35%	0.97%
Beta	0.67%	0.64%
Alpha	5.5%	2.66%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth
Name	Chandraprakash Padiyar	Shreyash Devalkar
Total AUM	₹15627 Cr	₹166770 Cr
Fund Manage	3	14
	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth
Others	7.66	13.11
Small Cap	84.36	67.41
Mid Cap	7.98	15.27
Large Cap	-	4.27

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Axis Small Cap Fund - Regular Plan - Growth
Others	7.66	13.11
Pharmaceuticals & Biotechnology	5.08	4.25
Industrial Products	16.54	6.74
Leisure Services	3.28	1.07
Healthcare Services	4.07	5.8
Banks	4.78	3.86
Capital Markets	4.13	5.62
IT - Software	2.22	3.86
Power	0.1	-
Consumer Durables	4.02	5.72
IT - Hardware	1.77	-
Transport Services	2.04	0.24
Household Products	0.75	0.61
Agricultural Food & other Products	1.76	2.83
Auto Components	4.17	7.32
Diversified	3.31	-
Realty	4.93	5.26
Chemicals & Petrochemicals	9.99	7.64
Retailing	1.02	1.29
Transport Infrastructure	2.26	-
Fertilizers & Agrochemicals	1	-
Other Construction Materials	0.59	-
Commercial Services & Supplies	5.86	0.63
Industrial Manufacturing	2.04	2.67
Textiles & Apparels	2.34	0.39
Ferrous Metals	1.36	-
Beverages	2.93	-
Gas	-	0.55
IT - Services	-	1.17
Non - Ferrous Metals	-	0.41
Construction	-	2.83
Electrical Equipment	-	1.55
Aerospace & Defense	-	1.38
Finance	-	7.24
Financial Technology (Fintech)	-	1.84
Food Products	-	1.61
Cement & Cement Products	-	2.3
Cigarettes & Tobacco Products	-	0.27