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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) | ₹35245 Cr | ₹16536 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 | 3.23% | 3.58% |
| 6 Month | 15.98% | 18.41% |
| 1 Year | -6.59% | -8.57% |
| 3 Year | 13.78% | 18.55% |
| 5 Year | 24.63% | 30.55% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.02% | 3.74% |
| 1 Year | 7.75% | 5.14% |
| 3 Year | 13.64% | 15.77% |
| 5 Year | 16.84% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.34% | 16.64% |
| 3 Year | 23.66% | 22.95% |
| 5 Year | 22.84% | 16.64% |
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% | 0.68% |
| Beta | 0.69% | 0.91% |
| Alpha | -2.11% | -1.90% |
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 | 18.88 | 3.42 |
| Small Cap | 79.51 | 72.11 |
| Mid Cap | 1.61 | 22.31 |
| Large Cap | - | 2.16 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.66 | 3.42 |
| Consumer Defensive | 4.29 | 4.31 |
| Financial Services | 13.47 | 16.18 |
| Basic Materials | 13.73 | 11.06 |
| Consumer Cyclical | 19.12 | 15.6 |
| Industrials | 26 | 28.92 |
| Communication Services | 1.44 | - |
| Technology | 1.19 | 8.65 |
| Utilities | 0.23 | - |
| Real Estate | 1.26 | 3.79 |
| Healthcare | 2.6 | 7.18 |
| Energy | - | 0.9 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns20.44%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns19.36%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.31%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns16.25%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.97%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
ITI Small Cap Fund Regular - Growth
3Y Returns24.8%
ICICI Prudential Smallcap Fund - Growth
3Y Returns17.1%
