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 | Average | Very High |
| Asset Size (Cr) | ₹30837 Cr | ₹7868 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 May 2009 | 02 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Close Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 4.59% |
| Expense Ratio | 1.59 | 1.72 |
| Manager | Pradeep Kesavan | Chandraprakash Padiyar |
| ISIN Code | INF200K01T28 | INF277K015O2 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -7.37% | -7.57% |
| 6 Month | 6.71% | 11.64% |
| 1 Year | 26.91% | 34.88% |
| 3 Year | 17.72% | 22.63% |
| 5 Year | 26.43% | 31.07% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.4% | 41.12% |
| 3 Year | 24.4% | 34.95% |
| 5 Year | 27.55% | 35.8% |
| 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 | 1.06% | 1.35% |
| Beta | 0.63% | 0.67% |
| Alpha | 2.75% | 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 | 12.89 | 6.71 |
| Small Cap | 82.71 | 91.58 |
| Mid Cap | 4.43 | 1.71 |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.29 | 6.57 |
| Financial | 18.36 | 13.46 |
| Consumer Staples | 9.09 | 7.52 |
| Services | 14.7 | 13.52 |
| Chemicals | 5.15 | 9.78 |
| Consumer Discretionary | 12.74 | 1.31 |
| Metals & Mining | 4.48 | 8.28 |
| Construction | 8.81 | 4.58 |
| Materials | 4.67 | 6.51 |
| Capital Goods | 11.06 | 11.25 |
| Energy | 0.46 | - |
| Automobile | 1.59 | 1.54 |
| Textiles | 0.04 | 2.47 |
| Healthcare | 1.59 | 7.97 |
| Technology | - | 5.24 |
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