- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Small Cap Fund vs HSBC Small Cap Fund compare
SBI Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31227 Cr | ₹15453 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2009 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 9% | 15% |
| Expense Ratio | 1.59 | 1.67 |
| Manager | Pradeep Kesavan | Venugopal Manghat |
| ISIN Code | INF200K01T28 | INF917K01QC7 |
| 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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.24% | 2.57% |
| 6 Month | -8.01% | -12.55% |
| 1 Year | 0.98% | -1.39% |
| 3 Year | 15.44% | 18.19% |
| 5 Year | 29.08% | 34.99% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.82% | -4.76% |
| 1 Year | -9.97% | -17.7% |
| 3 Year | 13.55% | 15.15% |
| 5 Year | 18.98% | 22.97% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 18.16% | 19.2% |
| 3 Year | 24.15% | 23.02% |
| 5 Year | 22.56% | 15.83% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 18.203% |
| Sharp | 0.54% | 0.572% |
| Beta | 0.7% | 0.882% |
| Alpha | 0.56% | -0.639% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Venugopal Manghat |
| Total AUM | ₹434274 Cr | ₹41442 Cr |
| Funds Managed | 43 | 7 |
| SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.19 | 3.74 |
| Small Cap | 79.63 | 72.68 |
| Mid Cap | 3.18 | 21 |
| Large Cap | - | 2.59 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.19 | 6.47 |
| Consumer Defensive | 4.86 | 3.38 |
| Financial Services | 16.23 | 14.59 |
| Basic Materials | 10.95 | 10.53 |
| Consumer Cyclical | 18.64 | 16.29 |
| Industrials | 25.63 | 27.7 |
| Communication Services | 1.44 | - |
| Technology | 1.32 | 9.98 |
| Real Estate | 1.48 | 5.2 |
| Healthcare | 2.26 | 4.47 |
| Energy | - | 1.4 |
Top Comparisons
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.74%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns6.88%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns20.98%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns15.97%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.68%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.55%
