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 | Average | Very High |
| Asset Size (Cr) | ₹30837 Cr | ₹22263 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 May 2009 | 05 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 5% |
| Expense Ratio | 1.59 | 1.62 |
| 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 | -4.35% | -4.1% |
| 6 Month | 12.3% | 15.67% |
| 1 Year | 37.43% | 36.52% |
| 3 Year | 20.37% | 21.49% |
| 5 Year | 27.48% | 27.23% |
| 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 | 18.09% | 18.47% |
| 3 Year | 24.44% | 20.42% |
| 5 Year | 22.43% | 19.27% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 11.78% |
| Sharp | 1.29% | 1.28% |
| Beta | 0.63% | 0.63% |
| Alpha | 4.84% | 3.75% |
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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 | 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 Staples | 9.09 | 4.34 |
| Services | 14.7 | 6.9 |
| Chemicals | 5.15 | 7.09 |
| Consumer Discretionary | 12.74 | 5.78 |
| Metals & Mining | 4.48 | 5.67 |
| Construction | 8.81 | 10.8 |
| Materials | 4.67 | 2.69 |
| Capital Goods | 11.06 | 10.42 |
| Energy | 0.46 | 0.58 |
| Automobile | 1.59 | 5.92 |
| Textiles | 0.04 | 0.18 |
| Healthcare | 1.59 | 10.76 |
| Technology | - | 6.4 |
| Insurance | - | 0.11 |
| Diversified | - | 0.75 |
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