- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹38020 Cr | ₹5049 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 | -3.63% | -4.14% |
| 6 Month | 0.03% | -1.98% |
| 1 Year | -3.89% | -7.4% |
| 3 Year | 19.47% | 16.51% |
| 5 Year | 24.93% | 18.33% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | -2.75% | -0.94% |
| 1 Year | 9.22% | 9.48% |
| 3 Year | 13% | 11.61% |
| 5 Year | 17.94% | 13.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 14.77% | 9.76% |
| 3 Year | 20% | 16.91% |
| 5 Year | 17.7% | 15.47% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 15.43% | 15.15% |
| Sharp | 0.88% | 0.7% |
| Beta | 0.76% | 0.87% |
| Alpha | 2.62% | -1.11% |
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 | 11.69 | 8.26 |
| Small Cap | 73.73 | 77.11 |
| Mid Cap | 8.91 | 12.37 |
| Large Cap | 5.67 | 2.26 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 11.01 | 4.78 |
| Industrials | 20.79 | 17.47 |
| Consumer Cyclical | 18.73 | 16.27 |
| Consumer Defensive | 3.66 | 7.45 |
| Financial Services | 12.58 | 21.05 |
| Communication Services | 1.63 | - |
| Healthcare | 11.87 | 13.34 |
| Basic Materials | 6.86 | 11.23 |
| Technology | 12.89 | 2.25 |
| Real Estate | - | 4.69 |
| Utilities | - | 1.48 |
Top Comparisons
ICICI Prudential Bond Fund - Growth
3Y Returns7.55%
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
3Y Returns6.52%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.67%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.47%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns33.99%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns21.84%
PGIM India Liquid Fund - Growth
3Y Returns6.95%
Mirae Asset Liquid Fund - Growth
3Y Returns6.95%
