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 | 3.91% | 3.48% |
6 Month | -11.5% | -18.09% |
1 Year | 2.13% | 3.19% |
3 Year | 16.36% | 20.22% |
5 Year | 29.48% | 34.18% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | -3.49% | -6.2% |
1 Year | -15.76% | -19.38% |
3 Year | 10.61% | 13.76% |
5 Year | 16.93% | 21.24% |
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 | 0.6% | 0.793% |
Beta | 0.7% | 0.736% |
Alpha | -0.04% | 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 | 21.08 | 7.03 |
Small Cap | 76.63 | 84.22 |
Mid Cap | 2.29 | 8.75 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 21.08 | 8.25 |
Food Products | 2.3 | - |
Capital Markets | 2.16 | - |
Chemicals & Petrochemicals | 6.57 | - |
Retailing | 3.87 | - |
Banks | 3.72 | - |
Consumer Durables | 8.05 | - |
Agricultural Food & other Products | 1.95 | - |
Industrial Products | 10.35 | - |
Fertilizers & Agrochemicals | 2.38 | - |
Finance | 6.66 | - |
Electrical Equipment | 1.8 | - |
Entertainment | 0.42 | - |
Construction | 5.45 | - |
Leisure Services | 5.62 | - |
Agricultural, Commercial & Construction Vehicles | 0.23 | - |
Household Products | 3.08 | - |
Auto Components | 3.45 | - |
IT - Software | 1.35 | - |
Cement & Cement Products | 0.51 | - |
Power | 0.1 | - |
Cigarettes & Tobacco Products | 0.43 | - |
Realty | 1.4 | - |
Commercial Services & Supplies | 2.25 | - |
Textiles & Apparels | 2.26 | - |
Healthcare Services | 2.56 | - |
Healthcare | - | 10.59 |
Basic Materials | - | 18.16 |
Consumer Cyclical | - | 15.97 |
Financial Services | - | 8.32 |
Technology | - | 5.85 |
Real Estate | - | 3.86 |
Industrials | - | 24.35 |
Consumer Defensive | - | 3.84 |
Utilities | - | 0.82 |
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