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) | ₹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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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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 | 21.08 | 3.74 |
Small Cap | 76.63 | 72.68 |
Mid Cap | 2.29 | 21 |
Large Cap | - | 2.59 |
Sector Allocation
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 |
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