Tata Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

Overview

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	5.14%	7.34%
6 Month	13.66%	8.82%
1 Year	36.3%	24.02%
3 Year	25.7%	21.03%
5 Year	33.12%	29.37%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	36.16%	25.27%
3 Year	34.36%	30.01%
5 Year	35.17%	31.02%

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%	0.97%
Beta	0.67%	0.75%
Alpha	5.5%	1.4%

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