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SBI Small Cap Fund vs Axis Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31227 Cr | ₹23139 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 | 1.59 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.76% | 2.69% |
| 6 Month | -16.65% | -13.47% |
| 1 Year | -0.65% | 4.38% |
| 3 Year | 13.18% | 13.97% |
| 5 Year | 29.15% | 29.75% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -5.73% | -5.57% |
| 1 Year | -17.3% | -12.08% |
| 3 Year | 10.78% | 14.09% |
| 5 Year | 17.5% | 19.67% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 18.16% | 18.9% |
| 3 Year | 24.15% | 19.99% |
| 5 Year | 22.56% | 19.66% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 11.78% |
| Sharp | 0.54% | 0.59% |
| Beta | 0.7% | 0.69% |
| Alpha | 0.56% | 1.2% |
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Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Shreyash Devalkar |
| Total AUM | ₹434274 Cr | ₹166770 Cr |
| Funds Managed | 43 | 14 |
| SBI Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.19 | 14 |
| Small Cap | 79.63 | 64.45 |
| Mid Cap | 3.18 | 17.51 |
| Large Cap | - | 4.05 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.19 | 13.78 |
| Consumer Defensive | 4.86 | 4.76 |
| Financial Services | 16.23 | 17.17 |
| Basic Materials | 10.95 | 10.58 |
| Consumer Cyclical | 18.64 | 10.55 |
| Industrials | 25.63 | 18.4 |
| Communication Services | 1.44 | 0.81 |
| Technology | 1.32 | 7.13 |
| Real Estate | 1.48 | 4.85 |
| Healthcare | 2.26 | 11.43 |
| Utilities | - | 0.54 |
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