Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Small Cap Fund vs Quant Small Cap Fund compare

Link copied to clipboard!

tortoise-icon SBI Small Cap Fund Regular Growth

Invest Now

tortoise-icon Quant Small Cap Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns13.35%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

Compare Now

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns8.15%

VS

UTI - Floater Fund - Regular Plan  - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

3Y Returns6.96%

Compare Now

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns25.94%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns23.15%

Compare Now

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns12.21%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns13.8%

Compare Now
Add to Cart Successfully