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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) | ₹36945 Cr | ₹16548 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 | 1.58 | 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 | -2.77% | -2.55% |
| 6 Month | 0.32% | -1.62% |
| 1 Year | -5.06% | -10.64% |
| 3 Year | 13.07% | 17.5% |
| 5 Year | 20.08% | 25.77% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.38% | -1.86% |
| 1 Year | 4.51% | 3.45% |
| 3 Year | 10.01% | 11.12% |
| 5 Year | 14.03% | 17.3% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.74% | 15.44% |
| 3 Year | 23.47% | 22.47% |
| 5 Year | 22.98% | 17.01% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 18.19% |
| Sharp | 0.66% | 0.73% |
| Beta | 0.7% | 0.90% |
| Alpha | -2.91% | -1.74% |
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 | 20.04 | 4.05 |
| Small Cap | 78.23 | 74.12 |
| Mid Cap | 1.73 | 19.76 |
| Large Cap | - | 2.07 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.07 | 2.62 |
| Consumer Defensive | 3.89 | 4.58 |
| Financial Services | 13.64 | 17.59 |
| Basic Materials | 13.21 | 8.97 |
| Consumer Cyclical | 21.28 | 15.98 |
| Industrials | 25.63 | 26.38 |
| Communication Services | 1.42 | - |
| Technology | 0.98 | 10.38 |
| Utilities | 0.23 | - |
| Real Estate | 1.25 | 3.91 |
| Healthcare | 2.41 | 8.77 |
| Energy | - | 0.82 |
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