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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 | Very High |
| Asset Size (Cr) | ₹35245 Cr | ₹11416 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 | 3.23% | 1.73% |
| 6 Month | 15.98% | 15.5% |
| 1 Year | -6.59% | -6.85% |
| 3 Year | 13.78% | 20.02% |
| 5 Year | 24.63% | 30.18% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.02% | 3.41% |
| 1 Year | 7.75% | 5.72% |
| 3 Year | 13.64% | 17.07% |
| 5 Year | 16.84% | 21.35% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.34% | 25.17% |
| 3 Year | 23.66% | 28.72% |
| 5 Year | 22.84% | 31.28% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 16.01% |
| Sharp | 0.66% | 0.86% |
| Beta | 0.69% | 0.77% |
| Alpha | -2.11% | 1.63% |
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 | 18.88 | 12.11 |
| Small Cap | 79.51 | 81.63 |
| Mid Cap | 1.61 | 6.26 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.66 | 9.62 |
| Consumer Defensive | 4.29 | 2.62 |
| Financial Services | 13.47 | 4.82 |
| Basic Materials | 13.73 | 19.78 |
| Consumer Cyclical | 19.12 | 18.21 |
| Industrials | 26 | 25.55 |
| Communication Services | 1.44 | - |
| Technology | 1.19 | 4.63 |
| Utilities | 0.23 | 0.92 |
| Real Estate | 1.26 | 4.11 |
| Healthcare | 2.6 | 9.72 |
Top Comparisons
HDFC Small Cap Fund Regular Growth
3Y Returns22.26%
Axis Small Cap Fund Regular Growth
3Y Returns17.91%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.82%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.24%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Kotak Medium Term Fund - Growth
3Y Returns7.43%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.59%
