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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) | ₹34028 Cr | ₹3311 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 | 3.21% | 2.98% |
| 6 Month | -3.15% | -0.59% |
| 1 Year | -1.5% | 3.54% |
| 3 Year | 21.71% | 26.13% |
| 5 Year | 28.79% | 31.97% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.68% | 13.09% |
| 1 Year | 4.4% | 11.89% |
| 3 Year | 16.15% | 21.14% |
| 5 Year | 19.46% | 22.9% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.65% | 15.61% |
| 3 Year | 23.84% | 17.89% |
| 5 Year | 22.66% | 15.53% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 14.09% |
| Sharp | 0.84% | 1.03% |
| Beta | 0.71% | 0.77% |
| Alpha | -1.02% | 1.81% |
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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 | 20.33 | 8.01 |
| Small Cap | 78.18 | 83.98 |
| Mid Cap | 1.49 | 2.19 |
| Large Cap | - | 5.81 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 18.25 | 7.15 |
| Consumer Defensive | 4.49 | 3.69 |
| Financial Services | 12.74 | 20.34 |
| Basic Materials | 12.97 | 7.62 |
| Consumer Cyclical | 19.62 | 18.42 |
| Industrials | 25.17 | 20.11 |
| Communication Services | 1.39 | 3.7 |
| Technology | 1.22 | 3.46 |
| Utilities | 0.23 | 1.23 |
| Real Estate | 1.43 | 3.24 |
| Healthcare | 2.48 | 11.06 |
Top Comparisons
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