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) | ₹35696 Cr | ₹26379 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 | 4.7% | 3.49% |
6 Month | 6.63% | 7.18% |
1 Year | -0.67% | 6.97% |
3 Year | 20.95% | 23.53% |
5 Year | 28.86% | 30.59% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 10.62% | 10.9% |
1 Year | 8.03% | 13.12% |
3 Year | 16.23% | 20.39% |
5 Year | 19.25% | 22.06% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.59% | 11.78% |
Sharp | 1.05% | 1.25% |
Beta | 0.72% | 0.7% |
Alpha | -1.57% | 1.25% |
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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 | 19.53 | 14.62 |
Small Cap | 78.96 | 67.14 |
Mid Cap | 1.51 | 14.62 |
Large Cap | - | 3.62 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 17.44 | 11.39 |
Consumer Defensive | 4.53 | 5.3 |
Financial Services | 13.95 | 19.03 |
Basic Materials | 13.5 | 11.25 |
Consumer Cyclical | 19.26 | 9.93 |
Industrials | 24.69 | 17.93 |
Communication Services | 1.43 | 0.92 |
Technology | 1.29 | 7.37 |
Utilities | 0.21 | 0.52 |
Real Estate | 1.38 | 4.47 |
Healthcare | 2.33 | 11.89 |
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