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SBI Small Cap Fund vs Axis Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | SBI 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) | ₹35585 Cr | ₹25975 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Sep 2009 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 5% |
| Expense Ratio | 1.58 | 1.61 |
| Manager | Pradeep Kesavan | Shreyash Devalkar |
| ISIN Code | INF200K01T28 | INF846K01K01 |
| Exits Load | SBI 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 | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.3% | 3.15% |
| 6 Month | 8.12% | 9.93% |
| 1 Year | 0.08% | 5.33% |
| 3 Year | 15.09% | 19.43% |
| 5 Year | 24.37% | 26.09% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.53% | 1.05% |
| 1 Year | 7.16% | 10.59% |
| 3 Year | 12.35% | 16.5% |
| 5 Year | 15.76% | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.17% | 17.27% |
| 3 Year | 23.56% | 19.6% |
| 5 Year | 22.92% | 20.16% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 11.78% |
| Sharp | 0.6% | 0.85% |
| Beta | 0.69% | 0.7% |
| Alpha | -3.12% | 0.23% |
Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Shreyash Devalkar |
| Total AUM | ₹434274 Cr | ₹166770 Cr |
| Funds Managed | 43 | 14 |
| SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 20.55 | 14.56 |
| Small Cap | 77.7 | 68.95 |
| Mid Cap | 1.74 | 13.12 |
| Large Cap | - | 3.37 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.14 | 10.82 |
| Consumer Defensive | 3.9 | 5.22 |
| Financial Services | 13.4 | 17.03 |
| Basic Materials | 13.08 | 11.37 |
| Consumer Cyclical | 20.26 | 11.15 |
| Industrials | 26.03 | 16.2 |
| Communication Services | 1.38 | 0.91 |
| Technology | 1.04 | 8.99 |
| Utilities | 0.23 | 0.58 |
| Real Estate | 1.12 | 4.25 |
| Healthcare | 2.42 | 13.47 |
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