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Aditya Birla Sun Life Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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tortoise-icon Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund Regular Growth
Fund Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4585 Cr ₹25062 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 May 2007 29 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over 34% 5%
Expense Ratio 1.89 1.61
Manager Dhaval Joshi Shreyash Devalkar
ISIN Code INF209K01EN2 INF846K01K01
Exits Load Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund Regular Growth
1 Month 6.59% 6.15%
6 Month -5.95% -3.34%
1 Year 1.3% 8.15%
3 Year 23.08% 23.97%
5 Year 29.16% 31.16%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund Regular Growth
6 Month 11.86% 10.15%
1 Year 6.55% 9.99%
3 Year 18.33% 20.29%
5 Year 19.08% 22.31%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund Regular Growth
1 Year 11.9% 18.22%
3 Year 16.56% 19.38%
5 Year 14.93% 19.81%

Risk Management

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund Regular Growth
Standard Deviation 17.578% 13.37%
Sharp 0.355% 1.1%
Beta 0.854% 0.69%
Alpha -4.461% 1.92%

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Fund Managers

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund Regular Growth
Name Dhaval Joshi Shreyash Devalkar
Total AUM ₹361932 Cr ₹166770 Cr
Funds Managed 55 14
Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Axis Small Cap Fund Regular Growth

Others 4.74 13.25
Small Cap 81.52 66.54
Mid Cap 11.06 16.2
Large Cap 2.68 3.96

Sector Allocation

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Axis Small Cap Fund Regular Growth

Others 4.29 13.25
Consumer Defensive 6.83 -
Consumer Cyclical 20.03 -
Industrials 25.32 -
Technology 3.8 -
Financial Services 13.07 -
Basic Materials 11.62 -
Healthcare 8.77 -
Communication Services 0 -
Real Estate 5.33 -
Utilities 0.95 -
Gas - 0.53
Capital Markets - 5.79
Auto Components - 5.57
IT - Services - 1.43
Pharmaceuticals & Biotechnology - 4.24
Retailing - 0.62
Banks - 4.44
Non - Ferrous Metals - 0.38
Healthcare Services - 7.08
Chemicals & Petrochemicals - 7.42
Paper, Forest & Jute Products - 0.19
IT - Software - 3.11
Construction - 2.55
Electrical Equipment - 1.56
Aerospace & Defense - 1.6
Transport Services - 0.19
Textiles & Apparels - 0.67
Agricultural Food & other Products - 2.75
Industrial Products - 5.84
Consumer Durables - 6.02
Finance - 7.7
Realty - 4.66
Agricultural, Commercial & Construction Vehicles - 0.14
Household Products - 1.31
Financial Technology (Fintech) - 1.67
Leisure Services - 1.68
Food Products - 1.29
Cement & Cement Products - 1.84
Industrial Manufacturing - 2.59
Commercial Services & Supplies - 0.54
Cigarettes & Tobacco Products - 0.24
Beverages - 0.58
Insurance - 0.48

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