Aditya Birla Sun Life Small Cap Fund vs Axis Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Axis Small Cap Fund Regular Growth
Chart Comparison
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) | ₹4914 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 | 3.24% | 4.19% |
6 Month | -1.81% | 0.58% |
1 Year | -1.27% | 6.5% |
3 Year | 23.43% | 24.78% |
5 Year | 28.52% | 30.93% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 13.93% | 12.78% |
1 Year | 11.6% | 16.08% |
3 Year | 18.98% | 21.43% |
5 Year | 19.25% | 22.77% |
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 | 17.91% | 11.78% |
Sharp | 0.77% | 1.04% |
Beta | 0.87% | 0.69% |
Alpha | -3.03% | 1.72% |
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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 | 4.89 | 12.65 |
Small Cap | 80.05 | 67.57 |
Mid Cap | 11.69 | 16.12 |
Large Cap | 3.37 | 3.7 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 4.56 | 12.65 |
Consumer Defensive | 7.9 | - |
Consumer Cyclical | 18.1 | - |
Industrials | 20.08 | - |
Technology | 2.76 | - |
Financial Services | 18.16 | - |
Basic Materials | 11.98 | - |
Healthcare | 10.2 | - |
Utilities | 1.45 | - |
Real Estate | 4.81 | - |
Gas | - | 0.49 |
Capital Markets | - | 6.25 |
Auto Components | - | 5.94 |
IT - Services | - | 1.42 |
Pharmaceuticals & Biotechnology | - | 4.53 |
Retailing | - | 0.64 |
Banks | - | 4.37 |
Non - Ferrous Metals | - | 0.36 |
Healthcare Services | - | 6.58 |
Chemicals & Petrochemicals | - | 7.45 |
Paper, Forest & Jute Products | - | 0.2 |
IT - Software | - | 3.14 |
Electrical Equipment | - | 1.81 |
Aerospace & Defense | - | 1.83 |
Transport Services | - | 0.21 |
Textiles & Apparels | - | 0.72 |
Agricultural Food & other Products | - | 3.38 |
Industrial Products | - | 6.4 |
Consumer Durables | - | 5.16 |
Finance | - | 7.18 |
Construction | - | 2.77 |
Realty | - | 4.55 |
Agricultural, Commercial & Construction Vehicles | - | 0.13 |
Household Products | - | 1.11 |
Financial Technology (Fintech) | - | 1.68 |
Leisure Services | - | 1.67 |
Food Products | - | 1.18 |
Cement & Cement Products | - | 1.85 |
Industrial Manufacturing | - | 2.56 |
Commercial Services & Supplies | - | 0.54 |
Cigarettes & Tobacco Products | - | 0.22 |
Beverages | - | 0.56 |
Insurance | - | 0.51 |
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