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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) | ₹4824 Cr | ₹25569 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 | 3.43% | 2.98% |
| 6 Month | 21.87% | 19.02% |
| 1 Year | -6.43% | -1.05% |
| 3 Year | 17.32% | 18.84% |
| 5 Year | 22.85% | 25.74% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.59% | 3.9% |
| 1 Year | 8.51% | 10.93% |
| 3 Year | 15.07% | 17.65% |
| 5 Year | 16.19% | 19.68% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 11.27% | 17.75% |
| 3 Year | 16.73% | 19.97% |
| 5 Year | 15.06% | 20% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.55% | 11.78% |
| Sharp | 0.58% | 0.87% |
| Beta | 0.88% | 0.69% |
| Alpha | -3.60% | 0.94% |
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 | 7.76 | 14.09 |
| Small Cap | 77.4 | 68.76 |
| Mid Cap | 11.73 | 13.42 |
| Large Cap | 3.11 | 3.74 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.3 | 10.43 |
| Consumer Defensive | 7.66 | 5.49 |
| Consumer Cyclical | 17.51 | 10.06 |
| Industrials | 18.85 | 18.08 |
| Financial Services | 17.5 | 17.62 |
| Basic Materials | 12.54 | 12.07 |
| Healthcare | 12 | 14.1 |
| Real Estate | 4.78 | 4.26 |
| Technology | 2.38 | 6.39 |
| Utilities | 1.49 | 0.6 |
| Communication Services | - | 0.91 |
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