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Aditya Birla Sun Life Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹4585 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 31 May 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 34% |
| Expense Ratio | 1.57 | 1.89 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179KA1RZ8 | INF209K01EN2 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Month | 1.08% | 1.55% |
| 6 Month | -5.17% | -6.78% |
| 1 Year | 2.39% | -0.93% |
| 3 Year | 29.03% | 23.42% |
| 5 Year | 33.75% | 27.93% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | 11.82% | 11.86% |
| 1 Year | 9.1% | 6.55% |
| 3 Year | 20.55% | 18.33% |
| 5 Year | 24.28% | 19.08% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 16.61% | 11.9% |
| 3 Year | 19.63% | 16.56% |
| 5 Year | 17.14% | 14.93% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 16.223% | 17.578% |
| Sharp | 0.719% | 0.355% |
| Beta | 0.784% | 0.854% |
| Alpha | 1.828% | -4.461% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 6.66 | 4.74 |
| Small Cap | 80.87 | 81.52 |
| Mid Cap | 8.61 | 11.06 |
| Large Cap | 3.87 | 2.68 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 6.66 | 4.29 |
| Industrials | 23.81 | 25.32 |
| Consumer Cyclical | 18.74 | 20.03 |
| Consumer Defensive | 2.16 | 6.83 |
| Financial Services | 12.19 | 13.07 |
| Communication Services | 2.25 | 0 |
| Healthcare | 12.18 | 8.77 |
| Basic Materials | 6.7 | 11.62 |
| Utilities | 0.43 | 0.95 |
| Technology | 14.88 | 3.8 |
| Real Estate | - | 5.33 |
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