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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) | ₹35563 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 | -1.58% | -4.14% |
| 6 Month | 15.79% | 15.05% |
| 1 Year | -7.26% | -10.88% |
| 3 Year | 15.13% | 24.03% |
| 5 Year | 23.25% | 33.99% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.78% | 0.24% |
| 1 Year | 0.94% | -2.23% |
| 3 Year | 12.15% | 15.87% |
| 5 Year | 16.37% | 23.02% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.34% | 10.28% |
| 3 Year | 23.66% | 10.43% |
| 5 Year | 22.84% | 10.27% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 18.497% |
| Sharp | 0.86% | 0.792% |
| Beta | 0.7% | 0.929% |
| Alpha | -1.29% | 1.342% |
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 | 18.88 | 8.54 |
| Small Cap | 79.51 | 67.91 |
| Mid Cap | 1.61 | 0.8 |
| Large Cap | - | 22.76 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.66 | 3.95 |
| Consumer Defensive | 4.29 | 4.9 |
| Financial Services | 13.47 | 19.4 |
| Basic Materials | 13.73 | 9.18 |
| Consumer Cyclical | 19.12 | 13.37 |
| Industrials | 26 | 6.88 |
| Communication Services | 1.44 | 3.05 |
| Technology | 1.19 | 2.66 |
| Utilities | 0.23 | 3.05 |
| Real Estate | 1.26 | 2.92 |
| Healthcare | 2.6 | 14.44 |
| Energy | - | 16.22 |
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