SBI Small Cap Fund vs Tata Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Fund | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹31227 Cr | ₹8883 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Sep 2009 | 12 Nov 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 9% | 4.59% |
Expense Ratio | 1.59 | 1.7 |
Manager | Pradeep Kesavan | Chandraprakash Padiyar |
ISIN Code | INF200K01T28 | INF277K015O2 |
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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Month | 3.24% | 0.89% |
6 Month | -8.01% | -12.72% |
1 Year | 0.98% | 2.65% |
3 Year | 15.44% | 19.91% |
5 Year | 29.08% | 34.31% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | -0.82% | -3.1% |
1 Year | -9.97% | -12.71% |
3 Year | 13.55% | 17.26% |
5 Year | 18.98% | 23.52% |
Rolling Lumpsum Returns
Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Year | 18.16% | 28.19% |
3 Year | 24.15% | 29.82% |
5 Year | 22.56% | 28.63% |
Risk Management
Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.59% | 15.861% |
Sharp | 0.54% | 0.793% |
Beta | 0.7% | 0.736% |
Alpha | 0.56% | 3.356% |
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Fund Managers
Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Chandraprakash Padiyar |
Total AUM | ₹434274 Cr | ₹15627 Cr |
Funds Managed | 43 | 3 |
SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
SBI Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 17.19 | 7.03 |
Small Cap | 79.63 | 84.22 |
Mid Cap | 3.18 | 8.75 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 17.19 | 8.25 |
Consumer Defensive | 4.86 | 3.84 |
Financial Services | 16.23 | 8.32 |
Basic Materials | 10.95 | 18.16 |
Consumer Cyclical | 18.64 | 15.97 |
Industrials | 25.63 | 24.35 |
Communication Services | 1.44 | - |
Technology | 1.32 | 5.85 |
Real Estate | 1.48 | 3.86 |
Healthcare | 2.26 | 10.59 |
Utilities | - | 0.82 |
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