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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) | ₹36828 Cr | ₹4882 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 | 2.59% | 4.78% |
| 6 Month | 18.02% | 14.49% |
| 1 Year | 3.71% | -0.9% |
| 3 Year | 23.05% | 18.82% |
| 5 Year | 30.96% | 23.72% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | 3.18% | 3.86% |
| 1 Year | 18.23% | 16.28% |
| 3 Year | 17.65% | 15.47% |
| 5 Year | 21.09% | 16.04% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 15.38% | 10.78% |
| 3 Year | 19.84% | 16.8% |
| 5 Year | 17.49% | 15.13% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 15.31% | 17.67% |
| Sharp | 1.02% | 0.68% |
| Beta | 0.76% | 0.88% |
| Alpha | 2.98% | -2.51% |
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 | 10.74 | 7.24 |
| Small Cap | 75.89 | 77.43 |
| Mid Cap | 8.72 | 12 |
| Large Cap | 4.65 | 3.33 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 10.19 | 4.72 |
| Industrials | 22.54 | 18.97 |
| Consumer Cyclical | 19.02 | 16.52 |
| Consumer Defensive | 2.9 | 7.43 |
| Financial Services | 11.35 | 19.18 |
| Communication Services | 1.79 | - |
| Healthcare | 12.29 | 14.05 |
| Basic Materials | 7.07 | 11.49 |
| Utilities | 0 | 1.46 |
| Technology | 12.85 | 2.1 |
| Real Estate | - | 4.08 |
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