SBI Small Cap Fund vs HSBC Small Cap Fund compare

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SBI Small Cap Fund Regular Growth

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HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Month	3.91%	6.73%
6 Month	-11.5%	-15.52%
1 Year	2.13%	-0.5%
3 Year	16.36%	19.82%
5 Year	29.48%	35.31%

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
6 Month	-3.49%	-5.79%
1 Year	-15.76%	-20.41%
3 Year	10.61%	12.87%
5 Year	16.93%	21.26%

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%

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	11.59%	18.203%
Sharp	0.6%	0.572%
Beta	0.7%	0.882%
Alpha	-0.04%	-0.639%

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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

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	21.08	3.74
Small Cap	76.63	72.68
Mid Cap	2.29	21
Large Cap	-	2.59

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	21.08	6.47
Food Products	2.3	-
Capital Markets	2.16	-
Chemicals & Petrochemicals	6.57	-
Retailing	3.87	-
Banks	3.72	-
Consumer Durables	8.05	-
Agricultural Food & other Products	1.95	-
Industrial Products	10.35	-
Fertilizers & Agrochemicals	2.38	-
Finance	6.66	-
Electrical Equipment	1.8	-
Entertainment	0.42	-
Construction	5.45	-
Leisure Services	5.62	-
Agricultural, Commercial & Construction Vehicles	0.23	-
Household Products	3.08	-
Auto Components	3.45	-
IT - Software	1.35	-
Cement & Cement Products	0.51	-
Power	0.1	-
Cigarettes & Tobacco Products	0.43	-
Realty	1.4	-
Commercial Services & Supplies	2.25	-
Textiles & Apparels	2.26	-
Healthcare Services	2.56	-
Financial Services	-	14.59
Consumer Cyclical	-	16.29
Healthcare	-	4.47
Industrials	-	27.7
Technology	-	9.98
Basic Materials	-	10.53
Real Estate	-	5.2
Consumer Defensive	-	3.38
Energy	-	1.4