SBI Small Cap Fund vs Tata Small Cap Fund compare
SBI Small Cap Fund - Regular Plan - Growth
Tata Small Cap Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹33107 Cr | ₹9464 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 | 1.56 | 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 |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -7.35% | -7.01% |
| 6 Month | -6.27% | 0.79% |
| 1 Year | 15.02% | 21.89% |
| 3 Year | 15.53% | 20.87% |
| 5 Year | 24.17% | 28.37% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.61% | 11.13% |
| 3 Year | 18.38% | 26.78% |
| 5 Year | 23.55% | 30.74% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.04% | 27.86% |
| 3 Year | 24.39% | 30.27% |
| 5 Year | 22.46% | 27.96% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.59% | 13.28% |
| Sharp | 0.91% | 1.35% |
| Beta | 0.65% | 0.67% |
| Alpha | 2.05% | 5.5% |
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| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Chandraprakash Padiyar |
| Total AUM | ₹434274 Cr | ₹15627 Cr |
| Fund Manage | 43 | 3 |
| SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.56 | 7.66 |
| Small Cap | 84.18 | 84.36 |
| Mid Cap | 4.26 | 7.98 |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.56 | 7.66 |
| Food Products | 2.79 | - |
| Capital Markets | 2.08 | 4.13 |
| Chemicals & Petrochemicals | 4.67 | 9.99 |
| Retailing | 6.08 | 1.02 |
| Banks | 4.67 | 4.78 |
| Consumer Durables | 11.82 | 4.02 |
| Agricultural Food & other Products | 2.09 | 1.76 |
| Industrial Products | 10.88 | 16.54 |
| Fertilizers & Agrochemicals | 2.27 | 1 |
| Finance | 7.93 | - |
| Electrical Equipment | 4.98 | - |
| Entertainment | 0.67 | - |
| Construction | 6.81 | - |
| Leisure Services | 5.95 | 3.28 |
| Household Products | 2.78 | 0.75 |
| Auto Components | 2.55 | 4.17 |
| Cement & Cement Products | 0.46 | - |
| Cigarettes & Tobacco Products | 0.75 | - |
| Realty | 1.58 | 4.93 |
| Commercial Services & Supplies | 2.43 | 5.86 |
| Textiles & Apparels | 2.17 | 2.34 |
| Healthcare Services | 2.03 | 4.07 |
| Pharmaceuticals & Biotechnology | - | 5.08 |
| IT - Software | - | 2.22 |
| Power | - | 0.1 |
| IT - Hardware | - | 1.77 |
| Transport Services | - | 2.04 |
| Diversified | - | 3.31 |
| Transport Infrastructure | - | 2.26 |
| Other Construction Materials | - | 0.59 |
| Industrial Manufacturing | - | 2.04 |
| Ferrous Metals | - | 1.36 |
| Beverages | - | 2.93 |
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