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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
- 12 yrs 8 m
- 11 yrs 9 m
- Fund Size
- ₹31,790 Cr
- ₹26,143 Cr
- 3 months
- 2.23%
- 1.54%
- 6 months
- 18.05%
- 18.93%
- 1 year
- -5.4%
- 0.55%
- 3 year
- 15.89%
- 20.17%
- 5 year
- 25.67%
- 28.54%
- Standard Deviation
- 14.08
- 14.17
- Sharpe
- 0.67
- 0.89
- Beta
- 0.72
- 0.72
- Sortino
- 0.92
- 1.21
- Alpha
- -1.13
- 2.04
- Top 3 sectors
- Financial (21.52%)
- Services (12.83%)
- Consumer Staples (9.46%)
- Financial (14.679999999999998%)
- Healthcare (13.589999999999998%)
- Capital Goods (10.609999999999998%)
- Top 5 holdings
- Nifty 50 (6.58%)
- Nifty Bank (3.46%)
- SBFC Finance Ltd. (2.96%)
- Kalpataru Projects International Ltd. (2.64%)
- Chalet Hotels Ltd. (2.62%)
- Krishna Institute of Medical Sciences Ltd (3.09%)
- Brigade Enterprises Ltd. (2.37%)
- Cholamandalam Financial Holdings Ltd. (2.32%)
- CCL Products (India) Ltd. (2.27%)
- JB Chemicals & Pharmaceuticals Ltd. (2.02%)
- Equity%
- 88.86761711%
- 90.56173544%
- Debt%
- 2.75836682%
- 7.45905302%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.74%
- 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 ₹100
- SIP ₹100 & Lumpsum ₹500
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Rama Iyer Srinivasan
- Mayank Hyanki
- Tejas Sheth
