SBI Small Cap Fund vs Nippon India Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Nippon India Small Cap Fund - Growth Plan - Bonus Option
Chart Comparison
Overview
Scheme Name | SBI Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
---|---|---|
Fund | SBI Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹31227 Cr | ₹56452 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Sep 2009 | 16 Sep 2010 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 9% | 23% |
Expense Ratio | 1.59 | 1.47 |
Manager | Pradeep Kesavan | Tejas Sheth |
ISIN Code | INF200K01T28 | INF204K01HZ0 |
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 | Exit load of 1% if redeemed within 1 year./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
---|---|---|
1 Month | 4.5% | 2.96% |
6 Month | -3.54% | 3.2% |
1 Year | 4.76% | 27.45% |
3 Year | 19.79% | 27.3% |
5 Year | 30.88% | 35.6% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
---|---|---|
6 Month | -3.49% | - |
1 Year | -15.76% | 21.44% |
3 Year | 10.61% | 33.74% |
5 Year | 16.93% | 37.32% |
Rolling Lumpsum Returns
Scheme Name | SBI Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
---|---|---|
1 Year | 18.16% | 18.15% |
3 Year | 24.15% | 28.18% |
5 Year | 22.56% | 22.05% |
Risk Management
Scheme Name | SBI Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
---|---|---|
Standard Deviation | 11.59% | 14.53% |
Sharp | 0.6% | 1.36% |
Beta | 0.7% | 0.79% |
Alpha | -0.04% | 7.17% |
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Fund Managers
Scheme Name | SBI Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
---|---|---|
Name | Pradeep Kesavan | Tejas Sheth |
Total AUM | ₹434274 Cr | ₹89953 Cr |
Funds Managed | 43 | 3 |
SBI Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Market Cap
Scheme Name |
SBI Small Cap Fund Regular Growth |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
---|---|---|
Others | 21.08 | 5.23 |
Small Cap | 76.63 | 70 |
Mid Cap | 2.29 | 12.83 |
Large Cap | - | 11.94 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
---|---|---|
Others | 21.08 | 5.23 |
Food Products | 2.3 | 1.4 |
Capital Markets | 2.16 | 4.66 |
Chemicals & Petrochemicals | 6.57 | 3.55 |
Retailing | 3.87 | 1.32 |
Banks | 3.72 | 5.79 |
Consumer Durables | 8.05 | 7.21 |
Agricultural Food & other Products | 1.95 | 1.89 |
Industrial Products | 10.35 | 9.04 |
Fertilizers & Agrochemicals | 2.38 | 1.79 |
Finance | 6.66 | 2.98 |
Electrical Equipment | 1.8 | 7.25 |
Entertainment | 0.42 | 0.51 |
Construction | 5.45 | 3.26 |
Leisure Services | 5.62 | 1.54 |
Agricultural, Commercial & Construction Vehicles | 0.23 | 0.4 |
Household Products | 3.08 | 1.13 |
Auto Components | 3.45 | 6.15 |
IT - Software | 1.35 | 2.46 |
Cement & Cement Products | 0.51 | 1.24 |
Power | 0.1 | 1.84 |
Cigarettes & Tobacco Products | 0.43 | - |
Realty | 1.4 | 0.58 |
Commercial Services & Supplies | 2.25 | 0.94 |
Textiles & Apparels | 2.26 | 2.62 |
Healthcare Services | 2.56 | 2.27 |
IT - Services | - | 2.62 |
Telecom - Equipment & Accessories | - | 1.27 |
Diversified FMCG | - | 0.41 |
Pharmaceuticals & Biotechnology | - | 4.89 |
Paper, Forest & Jute Products | - | 1.08 |
Industrial Manufacturing | - | 2.63 |
Aerospace & Defense | - | 1.69 |
Transport Services | - | 0.49 |
Media | - | 0.08 |
IT - Hardware | - | 0.06 |
Other Consumer Services | - | 1.15 |
Petroleum Products | - | 0.27 |
Diversified Metals | - | 0.86 |
Telecom - Services | - | 0.69 |
Diversified | - | 0.11 |
Consumable Fuels | - | 0.56 |
Personal Products | - | 1.15 |
Beverages | - | 1.23 |
Automobiles | - | 0.15 |
Other Utilities | - | 0.82 |
Insurance | - | 0.58 |
Ferrous Metals | - | 0.16 |
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