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) | ₹34028 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 | 3.21% | 3.74% |
6 Month | -3.15% | -0.96% |
1 Year | -1.5% | -2.88% |
3 Year | 21.71% | 31.56% |
5 Year | 28.79% | 43.94% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 9.68% | 11.84% |
1 Year | 4.4% | 6.46% |
3 Year | 16.15% | 23.27% |
5 Year | 19.46% | 28.32% |
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 | 0.84% | 0.792% |
Beta | 0.71% | 0.929% |
Alpha | -1.02% | 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 | 20.33 | 11.46 |
Small Cap | 78.18 | 65.66 |
Mid Cap | 1.49 | 0.98 |
Large Cap | - | 21.9 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 18.25 | 10.3 |
Consumer Defensive | 4.49 | 5 |
Financial Services | 12.74 | 15.17 |
Basic Materials | 12.97 | 8.94 |
Consumer Cyclical | 19.62 | 12.63 |
Industrials | 25.17 | 6.79 |
Communication Services | 1.39 | 3.49 |
Technology | 1.22 | 3.15 |
Utilities | 0.23 | 2.18 |
Real Estate | 1.43 | 1.51 |
Healthcare | 2.48 | 13.96 |
Energy | - | 16.87 |
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