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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) | ₹36272 Cr | ₹16203 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 | -2.07% | -3.45% |
| 6 Month | -0.8% | -4.85% |
| 1 Year | -8.58% | -14.65% |
| 3 Year | 12.75% | 16.93% |
| 5 Year | 19.05% | 24.71% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.64% | -4.1% |
| 1 Year | 2.8% | 0.13% |
| 3 Year | 8.58% | 9.07% |
| 5 Year | 12.84% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.66% | 15.36% |
| 3 Year | 23.44% | 22.44% |
| 5 Year | 22.97% | 17.02% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 18.31% |
| Sharp | 0.57% | 0.66% |
| Beta | 0.7% | 0.90% |
| Alpha | -2.69% | -0.89% |
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 | 7.52 |
| 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 | 5.35 |
| Healthcare | 2.41 | 8.77 |
| Energy | - | 0.82 |
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