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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) | ₹35563 Cr | ₹26143 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 | -1.96% | -3.29% |
| 6 Month | 15.86% | 16.27% |
| 1 Year | -7.84% | -1.71% |
| 3 Year | 14.68% | 18.63% |
| 5 Year | 24.2% | 25.26% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.78% | 1.16% |
| 1 Year | 0.94% | 3.04% |
| 3 Year | 12.15% | 15.74% |
| 5 Year | 16.37% | 18.94% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.34% | 17.75% |
| 3 Year | 23.66% | 19.97% |
| 5 Year | 22.84% | 20% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 11.78% |
| Sharp | 0.86% | 1.05% |
| Beta | 0.7% | 0.69% |
| Alpha | -1.29% | 1.3% |
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 | 18.88 | 14.09 |
| Small Cap | 79.51 | 68.76 |
| Mid Cap | 1.61 | 13.42 |
| Large Cap | - | 3.74 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.66 | 10.43 |
| Consumer Defensive | 4.29 | 5.49 |
| Financial Services | 13.47 | 17.62 |
| Basic Materials | 13.73 | 12.07 |
| Consumer Cyclical | 19.12 | 10.06 |
| Industrials | 26 | 18.08 |
| Communication Services | 1.44 | 0.91 |
| Technology | 1.19 | 6.39 |
| Utilities | 0.23 | 0.6 |
| Real Estate | 1.26 | 4.26 |
| Healthcare | 2.6 | 14.1 |
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