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Compare Mutual Funds
Comparing SBI Small Cap Fund vs Axis Small Cap FundComparing 2/4 funds
- Add Fund
- Add Fund
- VRO Rating
- Category,
Sub-category - small cap, equity
- small cap, equity
- Fund Age
- 12 yrs 3 m
- 11 yrs 5 m
- Fund Size
- ₹30,829 Crs
- ₹22,736 Crs
- 3 months
- 1.44%
- 1.53%
- 6 months
- -7.36%
- -3.07%
- 1 year
- 4.43%
- 12.14%
- 3 year
- 17.45%
- 19.64%
- 5 year
- 31.39%
- 32.79%
- Standard Deviation
- 15.2
- 14.67
- Sharpe
- 0.67
- 0.74
- Beta
- 0.73
- 0.71
- Sortino
- 0.97
- 1.03
- Alpha
- 1.34
- 2.33
- Top 3 sectors
- Financial (20.43%)
- Services (13.39%)
- Consumer Staples (10.14%)
- Financial (15.149999999999999%)
- Healthcare (11.66%)
- Capital Goods (9.319999999999999%)
- Top 5 holdings
- Nifty 50 (9.12%)
- DOMS Industries Ltd. (3.08%)
- Chalet Hotels Ltd. (2.58%)
- SBFC Finance Ltd. (2.56%)
- Kalpataru Projects International Ltd. (2.5%)
- Blue Star Ltd. (3.64%)
- Krishna Institute of Medical Sciences Ltd (3.03%)
- Cholamandalam Financial Holdings Ltd. (2.91%)
- Brigade Enterprises Ltd. (2.65%)
- Kaynes Technology India Ltd. (2.16%)
- P/E Ratio
- 27.81
- 30.97
- P/B Ratio
- 3.92
- 4.38
- Equity%
- 88.0342211%
- 88.76334537%
- Debt%
- 2.98031806%
- 13.22224319%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.72%
- 0.57%
- 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
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Mohan Lal
- Rama Iyer Srinivasan
- Mayank Hyanki
- Tejas Sheth
