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) | ₹31227 Cr | ₹3168 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 | 1.59 | 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 | 4.24% | 7.98% |
6 Month | -3.14% | 0.08% |
1 Year | 3.82% | 8.66% |
3 Year | 19.5% | 24.33% |
5 Year | 30.97% | 35.02% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.17% | 6.93% |
1 Year | -4.98% | 3.3% |
3 Year | 14.63% | 19.95% |
5 Year | 19.1% | 22.7% |
Rolling Lumpsum Returns
Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.16% | 16.78% |
3 Year | 24.15% | 18.05% |
5 Year | 22.56% | 15.38% |
Risk Management
Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.59% | 14.09% |
Sharp | 0.6% | 0.69% |
Beta | 0.7% | 0.77% |
Alpha | -0.04% | 1.31% |
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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 | 21.08 | 6.13 |
Small Cap | 76.63 | 84.96 |
Mid Cap | 2.29 | 2.15 |
Large Cap | - | 6.23 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 21.08 | 6.13 |
Food Products | 2.3 | - |
Capital Markets | 2.16 | 3.69 |
Chemicals & Petrochemicals | 6.57 | 2.82 |
Retailing | 3.87 | 1.73 |
Banks | 3.72 | 7.41 |
Consumer Durables | 8.05 | 7.87 |
Agricultural Food & other Products | 1.95 | 2.19 |
Industrial Products | 10.35 | 8.5 |
Fertilizers & Agrochemicals | 2.38 | 2.1 |
Finance | 6.66 | 6.93 |
Electrical Equipment | 1.8 | 1.53 |
Entertainment | 0.42 | 0.95 |
Construction | 5.45 | 2.73 |
Leisure Services | 5.62 | 3.57 |
Agricultural, Commercial & Construction Vehicles | 0.23 | - |
Household Products | 3.08 | - |
Auto Components | 3.45 | 6.36 |
IT - Software | 1.35 | 2.54 |
Cement & Cement Products | 0.51 | 1.79 |
Power | 0.1 | - |
Cigarettes & Tobacco Products | 0.43 | - |
Realty | 1.4 | 3.16 |
Commercial Services & Supplies | 2.25 | - |
Textiles & Apparels | 2.26 | 0.79 |
Healthcare Services | 2.56 | 4.43 |
IT - Services | - | 5.03 |
Industrial Manufacturing | - | 1.28 |
Pharmaceuticals & Biotechnology | - | 5.55 |
Automobiles | - | 0.63 |
Gas | - | 1.22 |
Other Consumer Services | - | 1.17 |
Insurance | - | 0.87 |
Personal Products | - | 1.21 |
Other Utilities | - | 1.4 |
Transport Infrastructure | - | 1.56 |
Aerospace & Defense | - | 1.83 |
Beverages | - | 0.5 |
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