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) ₹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%

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 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

Top Comparisons

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns13.87%

VS

UTI Balanced Advantage Fund - Regular (G) UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns9.61%

VS

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns7.85%

Compare Now

Kotak Income Plus Arbitrage FOF-Regular Plan-Growth Kotak Income Plus Arbitrage FOF-Regular Plan-Growth

3Y Returns0%

VS

Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth

3Y Returns7.27%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns19.94%

VS

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns19.78%

Compare Now
Add to Cart Successfully