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 | 3.39% | 5% |
6 Month | -11.42% | -11.06% |
1 Year | 5% | 4.79% |
3 Year | 15.55% | 17.19% |
5 Year | 29.89% | 32.56% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -2.75% | -2.7% |
1 Year | -12.28% | -10.61% |
3 Year | 13.06% | 16.11% |
5 Year | 18.92% | 21.26% |
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 | 0.54% | 0.52% |
Beta | 0.7% | 0.77% |
Alpha | 0.56% | 0.22% |
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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 | 17.19 | 8.14 |
Small Cap | 79.63 | 83.41 |
Mid Cap | 3.18 | 2.94 |
Large Cap | - | 5.51 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 17.19 | 8.9 |
Consumer Defensive | 4.86 | 4.93 |
Financial Services | 16.23 | 17.68 |
Basic Materials | 10.95 | 9.08 |
Consumer Cyclical | 18.64 | 18.36 |
Industrials | 25.63 | 19.46 |
Communication Services | 1.44 | 3.59 |
Technology | 1.32 | 4.4 |
Real Estate | 1.48 | 3.3 |
Healthcare | 2.26 | 9.08 |
Utilities | - | 1.22 |
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