- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹36268 Cr | ₹3401 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 | -6.84% | -5.53% |
| 6 Month | -10.35% | -5.91% |
| 1 Year | -1.71% | 5.35% |
| 3 Year | 12.47% | 18.7% |
| 5 Year | 16.91% | 20.97% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -8.74% | -6.54% |
| 1 Year | -12.71% | -4.68% |
| 3 Year | 2.63% | 8.03% |
| 5 Year | 9.47% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.36% | 14.06% |
| 3 Year | 23.3% | 18.65% |
| 5 Year | 22.9% | 15.83% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 14.09% |
| Sharp | 0.59% | 0.89% |
| Beta | 0.7% | 0.77% |
| Alpha | -2.71% | 1.83% |
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 | 18.89 | 8.02 |
| Small Cap | 78.61 | 82.88 |
| Mid Cap | 2.5 | 2.43 |
| Large Cap | - | 6.67 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.41 | 4.69 |
| Consumer Defensive | 3.77 | 2.6 |
| Financial Services | 15.46 | 19.15 |
| Basic Materials | 13.86 | 9.05 |
| Consumer Cyclical | 23.59 | 20.84 |
| Industrials | 25.74 | 18.66 |
| Technology | 2.55 | 4.64 |
| Communication Services | 1.27 | 5.37 |
| Utilities | 0.2 | 1.11 |
| Real Estate | 1.08 | 2.3 |
| Healthcare | 2.07 | 11.59 |
Top Comparisons
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.23%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns6.97%
Kotak Credit Risk Fund - Growth
3Y Returns7.44%
Axis Credit Risk Fund - Regular Plan - Growth
3Y Returns7.77%
Invesco India GILT Fund - Growth
3Y Returns6.45%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.41%
SBI Technology Opportunities Fund Regular Growth
3Y Returns15.35%
Tata Digital India Fund-Regular Plan-Growth
3Y Returns14.2%
