SBI Small Cap Fund vs Tata Small Cap Fund compare

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SBI Small Cap Fund Regular Growth

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Tata Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹35585 Cr	₹11637 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	2.36%	-0.83%
6 Month	9.42%	9.4%
1 Year	-3.21%	-9.47%
3 Year	15%	19.58%
5 Year	24.29%	29.12%

SIP Return Analysis

Scheme Name	SBI Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
6 Month	-0.49%	-0.75%
1 Year	4.44%	5.06%
3 Year	10.58%	13.85%
5 Year	14.52%	19.02%

Rolling Lumpsum Returns

Scheme Name	SBI Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
1 Year	17.17%	23.4%
3 Year	23.56%	28.5%
5 Year	22.92%	30.65%

Risk Management

Scheme Name	SBI Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
Standard Deviation	11.59%	16.04%
Sharp	0.6%	0.82%
Beta	0.69%	0.78%
Alpha	-3.12%	0.42%

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	20.55	17.27
Small Cap	77.7	76.22
Mid Cap	1.74	6.51

Sector Allocation

Scheme Name	SBI Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
Others	17.14	11.94
Consumer Defensive	3.9	1.79
Financial Services	13.4	4.77
Basic Materials	13.08	19.12
Consumer Cyclical	20.26	17.32
Industrials	26.03	24.95
Communication Services	1.38	-
Technology	1.04	6.74
Utilities	0.23	1.19
Real Estate	1.12	4.7
Healthcare	2.42	7.47

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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation