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Compare Mutual Funds
Comparing SBI Small Cap Fund vs Axis Small Cap FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - equity, small cap
- equity, small cap
- Fund Age
- 16 yrs 6 m
- 12 yrs 2 m
- Fund Size
- ₹36,268 Cr
- ₹26,547 Cr
- 3 months
- -10.35%
- -9.0%
- 6 months
- -8.1%
- -6.51%
- 1 year
- -4.04%
- 0.35%
- 3 year
- 12.21%
- 16.14%
- 5 year
- 16.06%
- 19.17%
- Standard Deviation
- 14.59
- 14.62
- Sharpe
- 0.48
- 0.71
- Beta
- 0.73
- 0.73
- Sortino
- 0.68
- 1.0
- Alpha
- -2.57
- 0.93
- Top 3 sectors
- Financial (18.74%)
- Services (9.979999999999999%)
- Capital Goods (9.54%)
- Financial (16.830000000000002%)
- Healthcare (12.08%)
- Capital Goods (10.71%)
- Top 5 holdings
- Ather Energy Ltd. (4.18%)
- Nifty 50 (3.63%)
- City Union Bank Ltd. (3.33%)
- E.I.D. - Parry (India) Ltd. (2.66%)
- Kalpataru Projects International Ltd. (2.62%)
- Multi Commodity Exchange Of India Ltd. (2.77%)
- CCL Products (India) Ltd. (2.45%)
- Krishna Institute of Medical Sciences Ltd (2.32%)
- City Union Bank Ltd. (2.16%)
- Brigade Enterprises Ltd. (2.05%)
- Equity%
- 93.21950318%
- 93.2750799%
- Debt%
- 2.03114032%
- 8.18839378%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 1.58%
- 1.61%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- BSE 250 SmallCap TRI
- NIFTY Smallcap 250 TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹1000 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Rama Iyer Srinivasan
- Mayank Hyanki
- Tejas Sheth
