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) | ₹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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
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 | 0.84% | 1.04% |
Beta | 0.71% | 0.69% |
Alpha | -1.02% | 1.72% |
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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 | 20.26 | 13.25 |
Small Cap | 77.97 | 66.54 |
Mid Cap | 1.77 | 16.2 |
Large Cap | - | 3.96 |
Sector Allocation
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 |
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