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SBI Small Cap Fund vs Nippon India Small Cap Fund compare

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tortoise-icon SBI Small Cap Fund Regular Growth

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tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

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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 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) ₹36272 Cr ₹68572 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 1.58 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 -2.82% -
6 Month -0.95% -
1 Year -8.97% -
3 Year 12.65% -
5 Year 18.85% -

SIP Return Analysis

Scheme Name SBI Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month -4.28% -
1 Year -0.94% -
3 Year 7.72% -
5 Year 12.64% -

Rolling Lumpsum Returns

Scheme Name SBI Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 16.64% -
3 Year 23.4% -
5 Year 22.94% -

Risk Management

Scheme Name SBI Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation 14.28% 16.59%
Sharp 0.51% 0.86%
Beta 0.70% 0.82%
Alpha -2.90% 2.30%

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 20.28 5.23
Small Cap 78.12 70
Mid Cap 1.61 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 14.42 5.23
Consumer Defensive 3.86 -
Financial Services 14.82 -
Basic Materials 12.49 -
Consumer Cyclical 21.74 -
Industrials 25.37 -
Technology 2.35 -
Communication Services 1.33 -
Utilities 0.19 -
Real Estate 1.09 -
Healthcare 2.33 -
IT - Services - 2.62
Telecom - Equipment & Accessories - 1.27
Consumer Durables - 7.21
Industrial Products - 9.04
Textiles & Apparels - 2.62
Electrical Equipment - 7.25
Diversified FMCG - 0.41
Pharmaceuticals & Biotechnology - 4.89
Banks - 5.79
Realty - 0.58
Chemicals & Petrochemicals - 3.55
IT - Software - 2.46
Leisure Services - 1.54
Paper, Forest & Jute Products - 1.08
Industrial Manufacturing - 2.63
Aerospace & Defense - 1.69
Transport Services - 0.49
Cement & Cement Products - 1.24
Fertilizers & Agrochemicals - 1.79
Capital Markets - 4.66
Construction - 3.26
Power - 1.84
Media - 0.08
IT - Hardware - 0.06
Healthcare Services - 2.27
Agricultural Food & other Products - 1.89
Finance - 2.98
Other Consumer Services - 1.15
Petroleum Products - 0.27
Entertainment - 0.51
Diversified Metals - 0.86
Retailing - 1.32
Food Products - 1.4
Auto Components - 6.15
Commercial Services & Supplies - 0.94
Household Products - 1.13
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
Agricultural, Commercial & Construction Vehicles - 0.4
Ferrous Metals - 0.16

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