SBI Small Cap Fund vs Axis Small Cap Fund compare
SBI Small Cap Fund - Regular Plan - Growth
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23717 Cr | ₹18616 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 05 Sep 2009 | 05 Nov 2013 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | S&P BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 9% | 5% |
Expense Ratio | 1.62 | 1.65 |
Manager | Pradeep Kesavan | Shreyash Devalkar |
ISIN Code | INF200K01T28 | INF846K01K01 |
Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit load of 1% for investments beyond 10% if redeemed within 12 months/365 |
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 11.85% | 12.81% |
6 Month | 24.55% | 19.25% |
1 Year | 46.04% | 42.73% |
3 Year | 24.7% | 24.56% |
5 Year | 28.76% | 28.6% |
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 19.18% | 15.95% |
3 Year | 45.66% | 43.23% |
5 Year | 106.01% | 102.17% |
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 30.49% | 29.67% |
3 Year | 77.56% | 76.53% |
5 Year | 112.51% | 110.45% |
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.59% | 11.78% |
Sharp | 1.34% | 1.4% |
Beta | 0.6% | 0.63% |
Alpha | 3.99% | 4.45% |
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Get Free Experts GuidanceScheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Shreyash Devalkar |
Total AUM | ₹434274 Cr | ₹166770 Cr |
Fund Manage | 43 | 14 |
SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 12.89 | 11.16 |
Small Cap | 82.71 | 71.87 |
Mid Cap | 4.43 | 13.3 |
Large Cap | - | 3.67 |
Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.29 | 6.21 |
Financial | 18.36 | 15.4 |
Consumer Discretionary | 12.74 | 5.78 |
Materials | 4.67 | 2.69 |
Capital Goods | 11.06 | 10.42 |
Metals & Mining | 4.48 | 5.67 |
Services | 14.7 | 6.9 |
Consumer Staples | 9.09 | 4.34 |
Construction | 8.81 | 10.8 |
Chemicals | 5.15 | 7.09 |
Healthcare | 1.59 | 10.76 |
Automobile | 1.59 | 5.92 |
Energy | 0.46 | 0.58 |
Textiles | 0.04 | 0.18 |
Technology | - | 6.4 |
Diversified | - | 0.75 |
Insurance | - | 0.11 |
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