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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 | -1.32% | -1.77% |
| 6 Month | -3.19% | -3.36% |
| 1 Year | -5.61% | -2.12% |
| 3 Year | 13.79% | 18.01% |
| 5 Year | 18.64% | 21.63% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2% | -0.56% |
| 1 Year | 2.93% | 7.08% |
| 3 Year | 8.4% | 12.79% |
| 5 Year | 12.94% | 16.26% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.64% | 16.71% |
| 3 Year | 23.4% | 19.3% |
| 5 Year | 22.94% | 20.5% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 11.78% |
| Sharp | 0.57% | 0.84% |
| Beta | 0.7% | 0.7% |
| Alpha | -2.69% | 1.26% |
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 | 20.28 | 13.75 |
| Small Cap | 78.12 | 68.75 |
| Mid Cap | 1.61 | 12.38 |
| Large Cap | - | 5.12 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 14.42 | 8.14 |
| Consumer Defensive | 3.86 | 5.47 |
| Financial Services | 14.82 | 19.23 |
| Basic Materials | 12.49 | 10.48 |
| Consumer Cyclical | 21.74 | 11.69 |
| Industrials | 25.37 | 15.57 |
| Technology | 2.35 | 9.11 |
| Communication Services | 1.33 | 0.75 |
| Utilities | 0.19 | 0.9 |
| Real Estate | 1.09 | 4.35 |
| Healthcare | 2.33 | 13.34 |
| Energy | - | 0.94 |
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