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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) | ₹35245 Cr | ₹25569 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 | 4.27% | 3.56% |
| 6 Month | 17.63% | 19.41% |
| 1 Year | -6.01% | -0.94% |
| 3 Year | 15.25% | 19.04% |
| 5 Year | 23.7% | 25.86% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.02% | 3.9% |
| 1 Year | 7.75% | 10.93% |
| 3 Year | 13.64% | 17.65% |
| 5 Year | 16.84% | 19.68% |
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 | 0.66% | 0.87% |
| Beta | 0.69% | 0.69% |
| Alpha | -2.11% | 0.94% |
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 | 19.11 | 14.44 |
| Small Cap | 79.13 | 68.87 |
| Mid Cap | 1.76 | 12.92 |
| Large Cap | - | 3.77 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.29 | 10.75 |
| Consumer Defensive | 4.22 | 5.54 |
| Financial Services | 13.08 | 17.07 |
| Basic Materials | 13.55 | 11.55 |
| Consumer Cyclical | 20.11 | 10.3 |
| Industrials | 26.19 | 18.03 |
| Communication Services | 1.51 | 0.91 |
| Technology | 1.12 | 7.17 |
| Utilities | 0.24 | 0.57 |
| Real Estate | 1.16 | 4.16 |
| Healthcare | 2.53 | 13.96 |
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