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SBI Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
SBI Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹35696 Cr | ₹3439 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Sep 2009 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 22% |
| Expense Ratio | 1.58 | 1.97 |
| Manager | Pradeep Kesavan | Rohit Seksaria |
| ISIN Code | INF200K01T28 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.3% | -4.68% |
| 6 Month | 2.44% | 3.4% |
| 1 Year | -5.37% | 0.09% |
| 3 Year | 15.54% | 20.56% |
| 5 Year | 25.77% | 28.96% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.01% | 8.24% |
| 1 Year | 0.66% | 5.14% |
| 3 Year | 13.09% | 17.26% |
| 5 Year | 17.14% | 20.25% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.34% | 15.05% |
| 3 Year | 23.66% | 18.08% |
| 5 Year | 22.84% | 15.62% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 14.09% |
| Sharp | 1.05% | 1.22% |
| Beta | 0.72% | 0.78% |
| Alpha | -1.57% | 0.83% |
Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rohit Seksaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 15 |
| SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 19.53 | 6.69 |
| Small Cap | 78.96 | 86.01 |
| Mid Cap | 1.51 | 1.59 |
| Large Cap | - | 5.71 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 17.44 | 5.94 |
| Consumer Defensive | 4.53 | 3.17 |
| Financial Services | 13.95 | 19.47 |
| Basic Materials | 13.5 | 8.2 |
| Consumer Cyclical | 19.26 | 20.31 |
| Industrials | 24.69 | 19.36 |
| Communication Services | 1.43 | 3.95 |
| Technology | 1.29 | 3.61 |
| Utilities | 0.21 | 1.18 |
| Real Estate | 1.38 | 2.66 |
| Healthcare | 2.33 | 12.14 |
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