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SBI Small Cap Fund vs Tata Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31227 Cr | ₹8883 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2009 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 4.59% |
| Expense Ratio | 1.59 | 1.7 |
| Manager | Pradeep Kesavan | Chandraprakash Padiyar |
| ISIN Code | INF200K01T28 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 7.33% | 6.12% |
| 6 Month | -14.06% | -16.92% |
| 1 Year | 4.12% | 7.89% |
| 3 Year | 14.79% | 19.53% |
| 5 Year | 29.44% | 33.91% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -5.73% | -8.39% |
| 1 Year | -17.3% | -19% |
| 3 Year | 10.78% | 14.85% |
| 5 Year | 17.5% | 22.35% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 18.16% | 28.19% |
| 3 Year | 24.15% | 29.82% |
| 5 Year | 22.56% | 28.63% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 15.861% |
| Sharp | 0.54% | 0.793% |
| Beta | 0.7% | 0.736% |
| Alpha | 0.56% | 3.356% |
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Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Chandraprakash Padiyar |
| Total AUM | ₹434274 Cr | ₹15627 Cr |
| Funds Managed | 43 | 3 |
| SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.19 | 7.03 |
| Small Cap | 79.63 | 84.22 |
| Mid Cap | 3.18 | 8.75 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.19 | 8.25 |
| Consumer Defensive | 4.86 | 3.84 |
| Financial Services | 16.23 | 8.32 |
| Basic Materials | 10.95 | 18.16 |
| Consumer Cyclical | 18.64 | 15.97 |
| Industrials | 25.63 | 24.35 |
| Communication Services | 1.44 | - |
| Technology | 1.32 | 5.85 |
| Real Estate | 1.48 | 3.86 |
| Healthcare | 2.26 | 10.59 |
| Utilities | - | 0.82 |
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