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

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

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Aditya Birla Sun Life Small Cap Fund - GROWTH

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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)	₹4938 Cr	₹26547 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	-5.33%	-4.63%
6 Month	-9.53%	-8.79%
1 Year	-3.74%	-2.83%
3 Year	15.33%	16.32%
5 Year	16.14%	19.56%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Axis Small Cap Fund Regular Growth
6 Month	-3.04%	-3.64%
1 Year	2.91%	0.5%
3 Year	8.52%	9.95%
5 Year	11.99%	14.43%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Axis Small Cap Fund Regular Growth
1 Year	9.59%	16.49%
3 Year	16.94%	19.14%
5 Year	15.54%	20.52%

Risk Management

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Axis Small Cap Fund Regular Growth
Standard Deviation	15.15%	11.78%
Sharp	0.69%	0.83%
Beta	0.87%	0.7%
Alpha	-1.61%	0.83%

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	12.19	17.73
Small Cap	73.09	65.54
Large Cap	2.46	5.46
Mid Cap	12.27	11.28

Sector Allocation

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Axis Small Cap Fund Regular Growth
Others	4.75	8.17
Consumer Defensive	7.47	5.24
Consumer Cyclical	17.17	11.52
Industrials	15.96	16.17
Financial Services	20.82	19.24
Basic Materials	11.35	10.52
Real Estate	4.63	4.38
Healthcare	14.11	13.36
Technology	2.25	8.76
Utilities	1.49	0.87
Energy	-	0.95
Communication Services	-	0.82

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