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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) | ₹36353 Cr | ₹5011 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 | -1.05% | -3.71% |
| 6 Month | 19.41% | 17.6% |
| 1 Year | 2.33% | -3.22% |
| 3 Year | 24.5% | 18.46% |
| 5 Year | 30.74% | 24.23% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | 7.54% | 3.63% |
| 1 Year | 9.68% | 0.77% |
| 3 Year | 18.16% | 14.02% |
| 5 Year | 22.21% | 15.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 15.84% | 11.27% |
| 3 Year | 19.76% | 16.73% |
| 5 Year | 17.3% | 15.06% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 15.41% | 17.32% |
| Sharp | 1.16% | 0.74% |
| Beta | 0.78% | 0.88% |
| Alpha | 3.15% | -3.67% |
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 | 9.49 | 7.76 |
| Small Cap | 78.55 | 77.4 |
| Mid Cap | 8.23 | 11.73 |
| Large Cap | 3.74 | 3.11 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 8.93 | 5.3 |
| Industrials | 23.59 | 18.85 |
| Consumer Cyclical | 18.21 | 17.51 |
| Consumer Defensive | 2.24 | 7.66 |
| Financial Services | 11.31 | 17.5 |
| Communication Services | 1.75 | - |
| Healthcare | 12.61 | 12 |
| Basic Materials | 7.92 | 12.54 |
| Utilities | 0.36 | 1.49 |
| Technology | 13.07 | 2.38 |
| Real Estate | - | 4.78 |
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