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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 | Average |
| Asset Size (Cr) | ₹36272 Cr | ₹11410 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 | 1.58 | 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 | -2.07% | -3.34% |
| 6 Month | -0.8% | -7.56% |
| 1 Year | -8.58% | -14.84% |
| 3 Year | 12.75% | 14.81% |
| 5 Year | 19.05% | 23.82% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.64% | -7.64% |
| 1 Year | 2.8% | -7.56% |
| 3 Year | 8.58% | 7.43% |
| 5 Year | 12.84% | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.66% | 21.92% |
| 3 Year | 23.44% | 28.24% |
| 5 Year | 22.97% | 29.97% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 16.32% |
| Sharp | 0.57% | 0.59% |
| Beta | 0.7% | 0.77% |
| Alpha | -2.69% | -1.52% |
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 | 20.04 | 18.19 |
| Small Cap | 78.23 | 74.45 |
| Mid Cap | 1.73 | 7.36 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.07 | 12.98 |
| Consumer Defensive | 3.89 | 1.77 |
| Financial Services | 13.64 | 5.66 |
| Basic Materials | 13.21 | 18.09 |
| Consumer Cyclical | 21.28 | 17.84 |
| Industrials | 25.63 | 25.91 |
| Communication Services | 1.42 | - |
| Technology | 0.98 | 6.66 |
| Utilities | 0.23 | 1.2 |
| Real Estate | 1.25 | 4.44 |
| Healthcare | 2.41 | 5.46 |
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