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SBI Small Cap Fund vs Quant Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹35696 Cr | ₹25183 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2009 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | % |
| Expense Ratio | 1.58 | 1.6 |
| Manager | Pradeep Kesavan | Sanjeev Sharma |
| ISIN Code | INF200K01T28 | INF966L01AA0 |
| 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 | Quant 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 | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 4.7% | 4.9% |
| 6 Month | 6.63% | 4.92% |
| 1 Year | -0.67% | -3.36% |
| 3 Year | 20.95% | 29.86% |
| 5 Year | 28.86% | 42.62% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 10.94% | 11.04% |
| 1 Year | 9.82% | 9.24% |
| 3 Year | 16.98% | 22.52% |
| 5 Year | 19.81% | 27.67% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.65% | 10.37% |
| 3 Year | 23.84% | 10.4% |
| 5 Year | 22.66% | 10.21% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 18.497% |
| Sharp | 1.05% | 0.792% |
| Beta | 0.72% | 0.929% |
| Alpha | -1.57% | 1.342% |
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Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Sanjeev Sharma |
| Total AUM | ₹434274 Cr | ₹39731 Cr |
| Funds Managed | 43 | 22 |
| SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 19.53 | 9.12 |
| Small Cap | 78.96 | 67.02 |
| Mid Cap | 1.51 | 0.82 |
| Large Cap | - | 23.05 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.44 | 4.99 |
| Consumer Defensive | 4.53 | 4.86 |
| Financial Services | 13.95 | 17.95 |
| Basic Materials | 13.5 | 9.28 |
| Consumer Cyclical | 19.26 | 13.61 |
| Industrials | 24.69 | 7.26 |
| Communication Services | 1.43 | 3.26 |
| Technology | 1.29 | 2.95 |
| Utilities | 0.21 | 2.96 |
| Real Estate | 1.38 | 1.62 |
| Healthcare | 2.33 | 13.98 |
| Energy | - | 17.29 |
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