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 Plan - 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 Plan - Growth
Fund Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5251 Cr ₹18616 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 May 2007 05 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark S&P BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over 34% 5%
Expense Ratio 1.87 1.65
Manager Dhaval Joshi Shreyash Devalkar
ISIN Code INF209K01EN2 INF846K01K01
Exits Load 1% for redemption within 90 days/365 Exit load of 1% for investments beyond 10% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund - Regular Plan - Growth
1 Month 2.39% 1.42%
6 Month 17.39% 15.33%
1 Year 40.81% 36.06%
3 Year 17.67% 22.4%
5 Year 22.37% 28.55%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 17.01% 15.95%
3 Year 43.27% 43.23%
5 Year 92.59% 102.17%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund - Regular Plan - Growth
1 Year 29.1% 29.67%
3 Year 68.7% 76.53%
5 Year 103.25% 110.45%

Risk Management

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 15.15% 11.78%
Sharp 0.83% 1.31%
Beta 0.84% 0.62%
Alpha -1.92% 3.86%

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Fund Managers

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

Market Cap

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Axis Small Cap Fund - Regular Plan - Growth

Small Cap 85.69 71.87
Mid Cap 11.37 13.3
Others 2.6 11.16
Large Cap 0.3 3.67

Sector Allocation

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Axis Small Cap Fund - Regular Plan - Growth

Capital Goods 16.43 10.42
Consumer Discretionary 7.73 5.78
Services 11.31 6.9
Chemicals 3.87 7.09
Materials 6.62 2.69
Textiles 3.23 0.18
Healthcare 5.86 10.76
Metals & Mining 5.5 5.67
Construction 7.65 10.8
Consumer Staples 6.14 4.34
Financial 8.84 15.4
Others 1.41 6.21
Insurance 1.52 0.11
Energy 1.88 0.58
Technology 6.21 6.4
Automobile 5.76 5.92
Diversified - 0.75

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