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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) | ₹36272 Cr | ₹26769 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 | -2.38% | -2.95% |
| 6 Month | -1.43% | -0.73% |
| 1 Year | -8.8% | -4.47% |
| 3 Year | 12.69% | 17.28% |
| 5 Year | 19.14% | 22.49% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.64% | -1.82% |
| 1 Year | 2.8% | 6.55% |
| 3 Year | 8.58% | 13.03% |
| 5 Year | 12.84% | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.66% | 16.83% |
| 3 Year | 23.44% | 19.37% |
| 5 Year | 22.97% | 20.47% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.28% | 14.32% |
| Sharp | 0.51% | 0.78% |
| Beta | 0.70% | 0.70% |
| Alpha | -2.90% | 1.03% |
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 | 20.04 | 13.94 |
| Small Cap | 78.23 | 69.1 |
| Mid Cap | 1.73 | 12.58 |
| Large Cap | - | 4.38 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.07 | 9.46 |
| Consumer Defensive | 3.89 | 5.1 |
| Financial Services | 13.64 | 18.35 |
| Basic Materials | 13.21 | 11.35 |
| Consumer Cyclical | 21.28 | 10.99 |
| Industrials | 25.63 | 15.76 |
| Communication Services | 1.42 | 0.87 |
| Technology | 0.98 | 9.17 |
| Utilities | 0.23 | 0.87 |
| Real Estate | 1.25 | 4.63 |
| Healthcare | 2.41 | 13.01 |
| Energy | - | 0.44 |
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