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 | Average | 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 | 09 May 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 | -7.37% | -7.27% |
| 6 Month | 6.71% | 7.33% |
| 1 Year | 26.91% | 23.52% |
| 3 Year | 17.72% | 18.18% |
| 5 Year | 26.43% | 27.08% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.4% | 22.27% |
| 3 Year | 24.4% | 28.41% |
| 5 Year | 27.55% | 30.37% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.04% | 16.53% |
| 3 Year | 24.39% | 17.99% |
| 5 Year | 22.46% | 15.23% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 14.09% |
| Sharp | 1.06% | 1% |
| Beta | 0.63% | 0.75% |
| Alpha | 2.75% | 1.64% |
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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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