Aditya Birla Sun Life Small Cap Fund vs HDFC Small Cap Fund compare

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HDFC Small Cap Fund Regular Growth

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Aditya Birla Sun Life Small Cap Fund - GROWTH

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹34032 Cr	₹4914 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

Scheme Name	HDFC Small Cap Fund Regular Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month	4.22%	4.56%
6 Month	1.67%	0.59%
1 Year	6.18%	1.42%
3 Year	29.52%	23.91%
5 Year	34.49%	28.99%

Scheme Name	HDFC Small Cap Fund Regular Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month	13.51%	14.5%
1 Year	12.99%	10.96%
3 Year	21.72%	19.73%
5 Year	24.86%	19.68%

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%

Scheme Name	HDFC Small Cap Fund Regular Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation	16.33%	17.91%
Sharp	1.12%	0.77%
Beta	0.79%	0.87%
Alpha	2.92%	-3.03%

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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

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

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