SBI Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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SBI Small Cap Fund Regular Growth

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Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹36272 Cr	₹3450 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

Scheme Name	SBI Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	0.22%	1.22%
6 Month	-3.88%	-0.03%
1 Year	-3.92%	2.86%
3 Year	14.41%	20.8%
5 Year	17.91%	21.95%

Scheme Name	SBI Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-1.41%	0.99%
1 Year	3.93%	13.37%
3 Year	8.43%	13.76%
5 Year	12.71%	16.91%

Scheme Name	SBI Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	16.47%	14.17%
3 Year	23.34%	18.61%
5 Year	22.92%	15.82%

Scheme Name	SBI Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	11.59%	14.09%
Sharp	0.57%	0.88%
Beta	0.7%	0.77%
Alpha	-2.69%	2.04%

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

Scheme Name	SBI Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	14.45	5.31
Small Cap	79.37	81.77
Mid Cap	6.18	4.5
Large Cap	-	8.09

Scheme Name	SBI Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	14.45	5.31
Food Products	2.15	-
Capital Markets	2.3	4.42
Chemicals & Petrochemicals	7.53	2.48
Retailing	2.73	3.65
Consumer Durables	10.16	6.65
Automobiles	3.98	-
Construction	6.92	2.58
Agricultural Food & other Products	1.37	1.54
Industrial Products	9.14	8.19
Fertilizers & Agrochemicals	2.65	2.79
Finance	6.17	4.62
Electrical Equipment	1.46	0.86
Financial Technology (Fintech)	1.39	-
Entertainment	0.42	0.78
Leisure Services	4.98	2.91
Agricultural, Commercial & Construction Vehicles	0.21	-
Household Products	2.28	-
Auto Components	4.23	8.07
IT - Software	0.96	3.4
Cement & Cement Products	0.46	1.05
Banks	5.04	10.34
Insurance	1.3	1.35
Power	0.19	-
Cigarettes & Tobacco Products	0.35	-
Realty	1.09	2.32
Commercial Services & Supplies	1.47	-
Textiles & Apparels	2.29	1.55
Healthcare Services	2.33	4.55
IT - Services	-	4.93
Industrial Manufacturing	-	1.24
Pharmaceuticals & Biotechnology	-	6.12
Gas	-	1.03
Personal Products	-	1.04
Other Utilities	-	1.02
Transport Infrastructure	-	1.72
Aerospace & Defense	-	3.16