Tata Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Tata Small Cap Fund-Regular Plan-Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| 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) | ₹7868 Cr | ₹3333 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 02 Nov 2018 | 10 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Close Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 22% |
| Expense Ratio | 1.72 | 1.93 |
| Manager | Chandraprakash Padiyar | Rohit Seksaria |
| ISIN Code | INF277K015O2 | INF903J01470 |
| Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.8% | 7.3% |
| 6 Month | 27.62% | 29.14% |
| 1 Year | 48.69% | 40.58% |
| 3 Year | 28.4% | 23.72% |
| 5 Year | 34.43% | 30.45% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.89% | 16.31% |
| 3 Year | 50.59% | 48.22% |
| 5 Year | 124.15% | 111.75% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 34.72% | 32.21% |
| 3 Year | 93.09% | 81.53% |
| 5 Year | 137.56% | 119.87% |
| 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% | 1.14% |
| Beta | 0.67% | 0.75% |
| Alpha | 5.5% | 1.35% |
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| 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 | 6.71 | 6.79 |
| Small Cap | 91.58 | 76.79 |
| Mid Cap | 1.71 | 8.71 |
| Large Cap | - | 7.72 |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.57 | 2.48 |
| Healthcare | 7.97 | 8.1 |
| Financial | 13.46 | 24.44 |
| Metals & Mining | 8.28 | 2.72 |
| Services | 13.52 | 11.54 |
| Technology | 5.24 | 8.31 |
| Consumer Staples | 7.52 | 6.04 |
| Materials | 6.51 | 4.69 |
| Capital Goods | 11.25 | 10.59 |
| Construction | 4.58 | 6.33 |
| Chemicals | 9.78 | 2.36 |
| Automobile | 1.54 | 3.14 |
| Consumer Discretionary | 1.31 | 5.01 |
| Textiles | 2.47 | 1.12 |
| Energy | - | 1.2 |
| Unclassified | - | 1.94 |
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