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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
Overview
| 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 Risk | Very High Risk |
| 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 Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -8.45% | -9.95% |
| 6 Month | -16.18% | -14.83% |
| 1 Year | 1.39% | 6.46% |
| 3 Year | 14.97% | 20.36% |
| 5 Year | 21.36% | 26.26% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -17.59% | -13.46% |
| 3 Year | 11.08% | 17.38% |
| 5 Year | 19.08% | 25.18% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-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 Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.59% | 15.464% |
| Sharp | 0.68% | 0.858% |
| Beta | 0.66% | 0.755% |
| Alpha | 1.69% | 2.46% |
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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 |
Top Comparisons
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