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) | ₹33107 Cr | ₹23952 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Sep 2009 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 5% |
| Expense Ratio | 1.56 | 1.61 |
| Manager | Pradeep Kesavan | Shreyash Devalkar |
| ISIN Code | INF200K01T28 | INF846K01K01 |
| 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 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -8.38% | -8.21% |
| 6 Month | -9.37% | -3.35% |
| 1 Year | 11.51% | 11.67% |
| 3 Year | 15.5% | 16.51% |
| 5 Year | 23.57% | 23.48% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.79% | 17.24% |
| 3 Year | 22.62% | 25.63% |
| 5 Year | 26% | 27.83% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.04% | 18.63% |
| 3 Year | 24.39% | 20.16% |
| 5 Year | 22.46% | 19.24% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 11.78% |
| Sharp | 0.91% | 0.97% |
| Beta | 0.65% | 0.64% |
| Alpha | 2.05% | 2.66% |
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| Scheme 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 | 11.56 | 13.11 |
| Small Cap | 84.18 | 67.41 |
| Mid Cap | 4.26 | 15.27 |
| Large Cap | - | 4.27 |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.56 | 13.11 |
| Food Products | 2.79 | 1.61 |
| Capital Markets | 2.08 | 5.62 |
| Chemicals & Petrochemicals | 4.67 | 7.64 |
| Retailing | 6.08 | 1.29 |
| Banks | 4.67 | 3.86 |
| Consumer Durables | 11.82 | 5.72 |
| Agricultural Food & other Products | 2.09 | 2.83 |
| Industrial Products | 10.88 | 6.74 |
| Fertilizers & Agrochemicals | 2.27 | - |
| Finance | 7.93 | 7.24 |
| Electrical Equipment | 4.98 | 1.55 |
| Entertainment | 0.67 | - |
| Construction | 6.81 | 2.83 |
| Leisure Services | 5.95 | 1.07 |
| Household Products | 2.78 | 0.61 |
| Auto Components | 2.55 | 7.32 |
| Cement & Cement Products | 0.46 | 2.3 |
| Cigarettes & Tobacco Products | 0.75 | 0.27 |
| Realty | 1.58 | 5.26 |
| Commercial Services & Supplies | 2.43 | 0.63 |
| Textiles & Apparels | 2.17 | 0.39 |
| Healthcare Services | 2.03 | 5.8 |
| Gas | - | 0.55 |
| IT - Services | - | 1.17 |
| Non - Ferrous Metals | - | 0.41 |
| Pharmaceuticals & Biotechnology | - | 4.25 |
| IT - Software | - | 3.86 |
| Aerospace & Defense | - | 1.38 |
| Transport Services | - | 0.24 |
| Financial Technology (Fintech) | - | 1.84 |
| Industrial Manufacturing | - | 2.67 |
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