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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