SBI Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
SBI Small Cap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹30837 Cr | ₹3333 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Sep 2009 | 10 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 22% |
| Expense Ratio | 1.59 | 1.93 |
| Manager | Pradeep Kesavan | Rohit Seksaria |
| ISIN Code | INF200K01T28 | INF903J01470 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.41% | 8.2% |
| 6 Month | 31.82% | 29.71% |
| 1 Year | 38.68% | 41.01% |
| 3 Year | 23.94% | 23.63% |
| 5 Year | 30.34% | 30.03% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.18% | 16.31% |
| 3 Year | 45.66% | 48.22% |
| 5 Year | 106.01% | 111.75% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 30.49% | 32.21% |
| 3 Year | 77.56% | 81.53% |
| 5 Year | 112.51% | 119.87% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 14.09% |
| Sharp | 1.34% | 1.14% |
| Beta | 0.63% | 0.75% |
| Alpha | 4.54% | 1.35% |
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| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rohit Seksaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Fund Manage | 43 | 15 |
| SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 12.89 | 6.79 |
| Small Cap | 82.71 | 76.79 |
| Mid Cap | 4.43 | 8.71 |
| Large Cap | - | 7.72 |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.29 | 2.48 |
| Financial | 18.36 | 24.44 |
| Consumer Staples | 9.09 | 6.04 |
| Services | 14.7 | 11.54 |
| Chemicals | 5.15 | 2.36 |
| Consumer Discretionary | 12.74 | 5.01 |
| Metals & Mining | 4.48 | 2.72 |
| Construction | 8.81 | 6.33 |
| Materials | 4.67 | 4.69 |
| Capital Goods | 11.06 | 10.59 |
| Energy | 0.46 | 1.2 |
| Automobile | 1.59 | 3.14 |
| Textiles | 0.04 | 1.12 |
| Healthcare | 1.59 | 8.1 |
| Technology | - | 8.31 |
| Unclassified | - | 1.94 |
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