SBI Contra Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
17.52%
Aap sabhi investors, ye poora post Fund A - SBI Contra Fund aur Fund B - Axis Small Cap Fund ke beech ka comparison hai. Fund A ek Multi Cap fund hai, jabki Fund B ek Small Cap fund hai. Aaj hum dekhte hain ki kis fund mein aapko invest karna chahiye.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Multi Cap | Small Cap |
| NAV (₹) | 408.51 | 124.14 |
| AUM (₹ Cr) | 4.74 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 0.72% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 17.03 |
| Sharpe Ratio | 0.72 | 0.65 |
| 1 Year Return (%) | -1.21% | 4.52% |
| 3 Year Return (%) | 16.36% | 17.52% |
| 5 Year Return (%) | 18.26% | 18.04% |
| Since Launch (%) | 15.48% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 81.12% | T-Bills: 2.35% | Forgn. Eq: 2.19% | Debenture: 1.92% | CD: 1.05% | REITs: 0.94% | Call Option: -0.03% | Futures: -0.16% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 130% | 12% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, Fund A aur Fund B ke 3Y return, expense ratio aur risk ka comparison karte hain. Fund B ka 3Y return 17.52% hai, jo Fund A ka 16.36% se zyada hai. Lekin expense ratio ke mukabla, Fund A ka 0.72% Fund B ka 0.92% se kam hai. Riskometer ke mukabla, dono fund very high risk par hain. Haan, Fund B ka volatility Fund A ke 13.7% se zyada hai. Lekin Sharpe ratio ke mukabla, Fund A ka 0.72 0.65 se zyada hai. Sach ye hai, Fund A aapke long-term wealth creation ke liye aapka better option hai.
Why consider SBI Contra Fund?
- Expense ratio: 0.72%
- 3Y return: 16.36%
- AUM: 4.74 Lac Cr
- Sharpe Ratio: 0.72
Why consider Axis Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
Ek monthly SIP ke liye 10+ saal ke liye, Fund A aur Fund B ke consistency aur return stability ka comparison karte hain. Fund A ka 5Y return 18.26% hai, jo Fund B ka 18.04% se zyada hai. Lekin Fund A ka expense ratio Fund B ka 0.92% se kam hai. Haan, Fund B ka volatility Fund A ke 13.7% se zyada hai. Lekin Fund A ka Sharpe ratio Fund B ka 0.65 se zyada hai. Dekho, Fund A aapke SIP ke liye aapka better option hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio aur expense ratio ke mukabla, Fund A aur Fund B ka comparison karte hain. Fund A ka Sharpe ratio 0.72 hai, jo Fund B ka 0.65 se zyada hai. Lekin Fund A ka expense ratio Fund B ka 0.92% se kam hai. Haan, Fund B ka volatility Fund A ke 13.7% se zyada hai. Lekin Fund A ka riskometer Fund B ka equal hai. Sach ye hai, Fund A aapke risk-adjusted return ke liye aapka better option hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke mukabla, Fund A aur Fund B ka comparison karte hain. Fund A ka asset allocation Fund B ka 88.35% equity se kam hai. Lekin Fund A ka top holdings concentration Fund B ka 2.79% CCL Products (India) Ltd. se kam hai. Haan, Fund A ka sector risk Fund B ka 2.47% Krishna Institute of Medical Sciences Ltd. se kam hai. Dekho, Fund A aapke portfolio diversification ke liye aapka better option hai.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Answer: Fund A ka 5Y return 18.26% hai, jo Fund B ka 18.04% se zyada hai.
Q2: Is the higher risk fund worth it?
Answer: Haan, Fund B ka higher risk fund hai, lekin Fund A ka Sharpe ratio Fund B ka 0.65 se zyada hai.
Q3: Which fund is more cost-effective?
Answer: Fund A ka expense ratio 0.72% hai, jo Fund B ka 0.92% se kam hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price