SBI Small Cap Fund vs Nippon India Small Cap Fund compare

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SBI Small Cap Fund - Regular Plan - Growth

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Fund	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Average
Asset Size (Cr)	₹31227 Cr	₹56452 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	09 Sep 2009	16 Sep 2010
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	NIFTY Smallcap 250 TRI
Turn Over	9%	23%
Expense Ratio	1.59	1.47
Manager	Pradeep Kesavan	Tejas Sheth
ISIN Code	INF200K01T28	INF204K01HZ0
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	Exit load of 1% if redeemed within 1 year./365

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month	-8.45%	2.96%
6 Month	-16.18%	3.2%
1 Year	1.39%	27.45%
3 Year	14.97%	27.3%
5 Year	21.36%	35.6%

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month	-	-
1 Year	-17.59%	21.44%
3 Year	11.08%	33.74%
5 Year	19.08%	37.32%

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year	18.16%	18.15%
3 Year	24.15%	28.18%
5 Year	22.56%	22.05%

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation	11.59%	14.53%
Sharp	0.68%	1.36%
Beta	0.66%	0.79%
Alpha	1.69%	7.17%

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Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Name	Pradeep Kesavan	Tejas Sheth
Total AUM	₹434274 Cr	₹89953 Cr
Fund Manage	43	3
	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	11.56	5.23
Small Cap	84.18	70
Mid Cap	4.26	12.83
Large Cap	-	11.94

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	11.56	5.23
Food Products	2.79	1.4
Capital Markets	2.08	4.66
Chemicals & Petrochemicals	4.67	3.55
Retailing	6.08	1.32
Banks	4.67	5.79
Consumer Durables	11.82	7.21
Agricultural Food & other Products	2.09	1.89
Industrial Products	10.88	9.04
Fertilizers & Agrochemicals	2.27	1.79
Finance	7.93	2.98
Electrical Equipment	4.98	7.25
Entertainment	0.67	0.51
Construction	6.81	3.26
Leisure Services	5.95	1.54
Household Products	2.78	1.13
Auto Components	2.55	6.15
Cement & Cement Products	0.46	1.24
Cigarettes & Tobacco Products	0.75	-
Realty	1.58	0.58
Commercial Services & Supplies	2.43	0.94
Textiles & Apparels	2.17	2.62
Healthcare Services	2.03	2.27
IT - Services	-	2.62
Telecom - Equipment & Accessories	-	1.27
Diversified FMCG	-	0.41
Pharmaceuticals & Biotechnology	-	4.89
IT - Software	-	2.46
Paper, Forest & Jute Products	-	1.08
Industrial Manufacturing	-	2.63
Aerospace & Defense	-	1.69
Transport Services	-	0.49
Power	-	1.84
Media	-	0.08
IT - Hardware	-	0.06
Other Consumer Services	-	1.15
Petroleum Products	-	0.27
Diversified Metals	-	0.86
Telecom - Services	-	0.69
Diversified	-	0.11
Consumable Fuels	-	0.56
Personal Products	-	1.15
Beverages	-	1.23
Automobiles	-	0.15
Other Utilities	-	0.82
Insurance	-	0.58
Agricultural, Commercial & Construction Vehicles	-	0.4
Ferrous Metals	-	0.16