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)	₹35585 Cr	₹15886 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

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Month	-2.76%	-1.8%
6 Month	6.84%	11%
1 Year	-10.08%	-11.88%
3 Year	14.08%	19.89%
5 Year	24.24%	30.25%

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
6 Month	-0.09%	0.16%
1 Year	4.14%	4.15%
3 Year	11.22%	13.68%
5 Year	15.04%	19.14%

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Year	17.17%	15.99%
3 Year	23.56%	22.74%
5 Year	22.92%	16.77%

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	11.59%	18.17%
Sharp	0.6%	0.69%
Beta	0.69%	0.91%
Alpha	-3.12%	-2.37%

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	19.11	4.28
Small Cap	79.13	73.48
Mid Cap	1.76	20.58
Large Cap	-	1.66

Scheme Name	SBI Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	16.29	3.61
Consumer Defensive	4.22	5.1
Financial Services	13.08	15.38
Basic Materials	13.55	10.87
Consumer Cyclical	20.11	15.03
Industrials	26.19	27.9
Communication Services	1.51	-
Technology	1.12	10.03
Utilities	0.24	-
Real Estate	1.16	3.65
Healthcare	2.53	7.67
Energy	-	0.77