SBI Small Cap Fund vs Axis Small Cap Fund compare

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SBI Small Cap Fund Regular Growth

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Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹34028 Cr	₹25062 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

Scheme Name	SBI Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
1 Month	3.21%	4.01%
6 Month	-3.15%	0.2%
1 Year	-1.5%	6.8%
3 Year	21.71%	24.68%
5 Year	28.79%	30.96%

Scheme Name	SBI Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
6 Month	9.68%	12.49%
1 Year	4.4%	14.09%
3 Year	16.15%	21.62%
5 Year	19.46%	22.96%

Scheme Name	SBI Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
1 Year	17.65%	18.22%
3 Year	23.84%	19.38%
5 Year	22.66%	19.81%

Scheme Name	SBI Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	11.59%	11.78%
Sharp	0.84%	1.04%
Beta	0.71%	0.69%
Alpha	-1.02%	1.72%

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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

Scheme Name	SBI Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
Others	20.26	13.25
Small Cap	77.97	66.54
Mid Cap	1.77	16.2
Large Cap	-	3.96

Scheme Name	SBI Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
Others	20.26	13.25
Food Products	2.04	1.29
Capital Markets	2.09	5.79
Chemicals & Petrochemicals	7.37	7.42
Retailing	3.98	0.62
Consumer Durables	7.85	6.02
Automobiles	0.75	-
Construction	5.3	2.55
Agricultural Food & other Products	1.92	2.75
Industrial Products	9.93	5.84
Fertilizers & Agrochemicals	2.4	-
Finance	7.13	7.7
Electrical Equipment	1.61	1.56
Entertainment	0.42	-
Leisure Services	5.4	1.68
Agricultural, Commercial & Construction Vehicles	0.24	0.14
Household Products	2.85	1.31
Auto Components	4.03	5.57
IT - Software	1.26	3.11
Cement & Cement Products	0.51	1.84
Banks	3.53	4.44
Power	0.2	-
Cigarettes & Tobacco Products	0.45	0.24
Realty	1.43	4.66
Commercial Services & Supplies	2.08	0.54
Textiles & Apparels	2.42	0.67
Healthcare Services	2.55	7.08
Gas	-	0.53
IT - Services	-	1.43
Pharmaceuticals & Biotechnology	-	4.24
Non - Ferrous Metals	-	0.38
Paper, Forest & Jute Products	-	0.19
Aerospace & Defense	-	1.6
Transport Services	-	0.19
Financial Technology (Fintech)	-	1.67
Industrial Manufacturing	-	2.59
Beverages	-	0.58
Insurance	-	0.48