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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 | 6.68% | 7.72% |
| 6 Month | -16.86% | -16.84% |
| 1 Year | 5.44% | 11.84% |
| 3 Year | 15.87% | 21.88% |
| 5 Year | 30.79% | 36.38% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -9.49% | -10.82% |
| 1 Year | -17.85% | -15.99% |
| 3 Year | 11.75% | 17.11% |
| 5 Year | 18.61% | 24.2% |
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 | 0.53% | 0.793% |
| Beta | 0.7% | 0.736% |
| Alpha | 0.29% | 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 | 14.24 | 4.72 |
| Small Cap | 81.23 | 87.44 |
| Mid Cap | 4.52 | 7.85 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 14.24 | 6.17 |
| Consumer Defensive | 5.03 | 3.65 |
| Financial Services | 15.45 | 8.57 |
| Basic Materials | 10.92 | 18.67 |
| Consumer Cyclical | 19.36 | 17.15 |
| Industrials | 28.84 | 24.31 |
| Communication Services | 1.55 | - |
| Technology | 0.53 | 5.37 |
| Real Estate | 1.66 | 4.36 |
| Healthcare | 2.4 | 10.9 |
| Utilities | - | 0.85 |
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