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SBI Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
SBI Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31227 Cr | ₹3168 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Sep 2009 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 22% |
| Expense Ratio | 1.59 | 1.97 |
| Manager | Pradeep Kesavan | Rohit Seksaria |
| ISIN Code | INF200K01T28 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.16% | 8.3% |
| 6 Month | -17.03% | -17.65% |
| 1 Year | 5.45% | 3.02% |
| 3 Year | 15.18% | 15.43% |
| 5 Year | 30.78% | 33.67% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -9.49% | -11.08% |
| 1 Year | -17.85% | -18.51% |
| 3 Year | 11.75% | 14.02% |
| 5 Year | 18.61% | 20.59% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.16% | 16.78% |
| 3 Year | 24.15% | 18.05% |
| 5 Year | 22.56% | 15.38% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 14.09% |
| Sharp | 0.53% | 0.55% |
| Beta | 0.7% | 0.77% |
| Alpha | 0.29% | 0.62% |
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Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rohit Seksaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 15 |
| SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 14.24 | 7.11 |
| Small Cap | 81.23 | 83.36 |
| Mid Cap | 4.52 | 4.29 |
| Large Cap | - | 5.23 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 14.24 | 7.57 |
| Consumer Defensive | 5.03 | 4.76 |
| Financial Services | 15.45 | 17.7 |
| Basic Materials | 10.92 | 10.1 |
| Consumer Cyclical | 19.36 | 17.05 |
| Industrials | 28.84 | 20.93 |
| Communication Services | 1.55 | 3.4 |
| Technology | 0.53 | 4.98 |
| Real Estate | 1.66 | 3.37 |
| Healthcare | 2.4 | 8.7 |
| Energy | - | 0 |
| Utilities | - | 1.46 |
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