SBI Small Cap Fund (G) vs Axis Small Cap Fund (G)

Both SBI Small Cap Fund (G) and Axis Small Cap Fund (G) belong to Small Cap. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for SBI Small Cap Fund (G) and Axis Small Cap Fund (G) is 18.257% and 21.126%. Check other parameters to pick the right fund.

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SBI Small Cap Fund (G)

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Axis Small Cap Fund (G)

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Fund Returns

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Nav (01 Aug)

₹170.31

₹105.69

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Last 1 Year

-6.1%

2.1%

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Last 3 Year

18.3%

21.1%

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Last 5 Year

27.7%

29.4%

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Last 10 Year

18%

18%

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Since Inception

19.6%

22.5%

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₹170.31
Nav (01 Aug)
-6.1%
Last 1 Year
18.3%
Last 3 Year
27.7%
Last 5 Year
18%
Last 10 Year
19.6%
Since Inception
₹105.69
Nav (01 Aug)
2.1%
Last 1 Year
21.1%
Last 3 Year
29.4%
Last 5 Year
18%
Last 10 Year
22.5%
Since Inception

Scripbox Opinion

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Scripbox Opinion
Click here for top ranked funds in small cap mutual funds. Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10more...

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Click here for top ranked funds in small cap mutual funds. Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-1more...

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Scripbox Fund Analysis

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Category View

Superior

The category has a superior investment outlook

Superior

The category has a superior investment outlook

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Relative Size

₹ 35696.2 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 26379.2 Cr

The fund has been a Category Leader on the Fund Size metric

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 35696.2 CrRelative Size
SuperiorCategory View
-Consistency Of Performance
-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 26379.2 CrRelative Size
SuperiorCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.61 %
1.63 %
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Launched Date
2009-09-09
2013-11-29
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AUM in Crores
₹ 35,696 Cr
₹ 26,379 Cr
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Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% for investments beyond 10% if redeemed within 12 months
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Lock-in
-
-
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Benchmark
BSE 250 SmallCap Total Return Index
NIFTY Smallcap 250 Total Return Index
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ISIN
INF200K01T28
INF846K01K01
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Mohan Lal

user-avatar

Pradeep Kesavan

user-avatar

Rama Iyer Srinivasan

user-avatar

Krishnaa Narayan

user-avatar

Mayank Hyanki

user-avatar

Shreyash Devalkar

user-avatar

Tejas Sheth

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Investment Objective
The scheme seeks to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well divermore...
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.more...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.61 %
Expense Ratio
2009-09-09
Launched Date
₹ 35,696 Cr
AUM in Crores
Exit load of 1% if redeemed within 1 year
Exit Load
-
Lock-in
BSE 250 SmallCap Total Return Index
Benchmark
INF200K01T28
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
1.63 %
Expense Ratio
2013-11-29
Launched Date
₹ 26,379 Cr
AUM in Crores
Exit load of 1% for investments beyond 10% if redeemed within 12 months
Exit Load
-
Lock-in
NIFTY Smallcap 250 Total Return Index
Benchmark
INF846K01K01
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Mohan Lal

user-avatar

Pradeep Kesavan

user-avatar

Rama Iyer Srinivasan

user-avatar

Krishnaa Narayan

user-avatar

Mayank Hyanki

user-avatar

Shreyash Devalkar

user-avatar

Tejas Sheth

Investment Objective

The scheme seeks to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

27.70% (5Y)

29.41% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 7,75,016

₹ 8,50,807

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Maturity Amount

₹ 15,07,628

₹ 15,83,419

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Step-up

Tenure

27.70% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 7,75,016

Wealth Gained

₹ 15,07,628

Total Corpus Created With assumed returns of %

29.41% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 8,50,807

Wealth Gained

₹ 15,83,419

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Others

8.982%
8.982%

Nifty 50

3.817%
3.817%

Kalpataru projects internation...

3.766%
3.766%

Blue star ltd.

3.683%
3.683%

Ge vernova t&d india ltd.

3.387%
3.387%
See all holdingsright-arrowright-arrow

Others

6.308%
6.308%

Blue star ltd.

3.707%
3.707%

Brigade enterprises ltd.

3.587%
3.587%

Cholamandalam financial holdin...

2.449%
2.449%

Ahluwalia contracts (india) lt...

2.377%
2.377%
See all holdingsright-arrowright-arrow

Amc Information

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Name

amc-logo
amc-logo
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About

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFmore...
Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited omore...
more...
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Contact Information

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022-61793000 / 1800-425-5425
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SBI Small Cap Fund (G)

Small Cap

Invest in this fund
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Axis Small Cap Fund (G)

Small Cap

Invest in this fund

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SBI Small Cap Fund (G)

Small Cap

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Axis Small Cap Fund (G)

Small Cap

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