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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) | ₹35585 Cr | ₹3341 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 | 2.31% | 3.25% |
| 6 Month | 10.15% | 15.44% |
| 1 Year | -2.66% | 2.29% |
| 3 Year | 14.98% | 21.14% |
| 5 Year | 24.36% | 27.88% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.03% | 4.48% |
| 1 Year | 9.33% | 18.65% |
| 3 Year | 12.46% | 17.76% |
| 5 Year | 15.52% | 19.49% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.17% | 14.64% |
| 3 Year | 23.56% | 18.25% |
| 5 Year | 22.92% | 15.68% |
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% | 0.87% |
| Beta | 0.69% | 0.77% |
| Alpha | -3.12% | 0.62% |
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 | 20.55 | 8.28 |
| Small Cap | 77.7 | 84.1 |
| Mid Cap | 1.74 | 1.7 |
| Large Cap | - | 5.92 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 17.14 | 6.01 |
| Consumer Defensive | 3.9 | 2.7 |
| Financial Services | 13.4 | 18.08 |
| Basic Materials | 13.08 | 7.98 |
| Consumer Cyclical | 20.26 | 21.13 |
| Industrials | 26.03 | 18.55 |
| Communication Services | 1.38 | 5.47 |
| Technology | 1.04 | 4.45 |
| Utilities | 0.23 | 1.14 |
| Real Estate | 1.12 | 2.41 |
| Healthcare | 2.42 | 12.08 |
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