SBI Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon SBI Small Cap Fund - Regular Plan - Growth

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tortoise-icon Axis Small Cap Fund - Regular Plan - 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 Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Fund SBI Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹33107 Cr ₹23952 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 1.56 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 Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Month -5.95% -3.95%
6 Month -4.86% 2.26%
1 Year 16.75% 17.93%
3 Year 15.7% 17.21%
5 Year 24.44% 25.06%

SIP Return Analysis

Scheme Name SBI Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 0.61% 9.7%
3 Year 18.38% 22.42%
5 Year 23.55% 25.89%

Rolling Lumpsum Returns

Scheme Name SBI Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Year 18.04% 18.63%
3 Year 24.39% 20.16%
5 Year 22.46% 19.24%

Risk Management

Scheme Name SBI Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 11.59% 11.78%
Sharp 0.91% 0.97%
Beta 0.65% 0.64%
Alpha 2.05% 2.66%

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Fund Managers

Scheme Name SBI Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Name Pradeep Kesavan Shreyash Devalkar
Total AUM ₹434274 Cr ₹166770 Cr
Fund Manage 43 14
SBI Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 11.56 13.11
Small Cap 84.18 67.41
Mid Cap 4.26 15.27
Large Cap - 4.27

Sector Allocation

Scheme Name

SBI Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 11.56 13.11
Food Products 2.79 1.61
Capital Markets 2.08 5.62
Chemicals & Petrochemicals 4.67 7.64
Retailing 6.08 1.29
Banks 4.67 3.86
Consumer Durables 11.82 5.72
Agricultural Food & other Products 2.09 2.83
Industrial Products 10.88 6.74
Fertilizers & Agrochemicals 2.27 -
Finance 7.93 7.24
Electrical Equipment 4.98 1.55
Entertainment 0.67 -
Construction 6.81 2.83
Leisure Services 5.95 1.07
Household Products 2.78 0.61
Auto Components 2.55 7.32
Cement & Cement Products 0.46 2.3
Cigarettes & Tobacco Products 0.75 0.27
Realty 1.58 5.26
Commercial Services & Supplies 2.43 0.63
Textiles & Apparels 2.17 0.39
Healthcare Services 2.03 5.8
Gas - 0.55
IT - Services - 1.17
Non - Ferrous Metals - 0.41
Pharmaceuticals & Biotechnology - 4.25
IT - Software - 3.86
Aerospace & Defense - 1.38
Transport Services - 0.24
Financial Technology (Fintech) - 1.84
Industrial Manufacturing - 2.67

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