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

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon 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 - Growth Option Aditya Birla Sun Life Small Cap Fund - GROWTH
Fund HDFC Small Cap Fund - Growth Option Aditya Birla Sun Life Small Cap Fund - GROWTH
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹31526 Cr ₹5178 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 02 Apr 2008 31 May 2007
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index BSE 250 SmallCap Index
Turn Over 10.02% 34%
Expense Ratio 1.58 1.88
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179KA1RZ8 INF209K01EN2
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month -4.79% 1.01%
6 Month 7.13% 14.42%
1 Year 23.93% 28.39%
3 Year 21.78% 18.7%
5 Year 28.45% 24.1%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month - -
1 Year - 19.94%
3 Year - 26.46%
5 Year - 26.87%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 17.25% 12.55%
3 Year 19.58% 16.79%
5 Year 16.73% 14.51%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation 15.17% 15.15%
Sharp 1.2% 0.8%
Beta 0.8% 0.84%
Alpha 4% -2.07%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Aditya Birla Sun Life Small Cap Fund - GROWTH
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Small Cap Fund - Growth Option Aditya Birla Sun Life Small Cap Fund - GROWTH

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 6.79 1.81
Small Cap 81.19 82.39
Large Cap 3.89 0.46
Mid Cap 8.13 14.93

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 6.79 1.81
Commercial Services & Supplies 10.2 2.67
Transport Services 7.22 0.16
Banks 8.48 1.78
Entertainment 2.23 0.83
Consumer Durables 6.43 5.69
Healthcare Services 7.32 2.56
Fertilizers & Agrochemicals 3.13 -
Ferrous Metals 2.16 -
Construction 7.06 3.45
Power 0.43 -
Chemicals & Petrochemicals 1.8 4.82
Industrial Products 4.99 11.31
Leisure Services 1.56 1.29
IT - Services 0.19 1.55
Beverages 0.73 1.48
Auto Components 7.57 8.26
Media 0.57 -
Agricultural, Commercial & Construction Vehicles 0.27 1.55
IT - Software 4 3.78
Industrial Manufacturing 1.49 6.05
Pharmaceuticals & Biotechnology 4.06 4.36
Electrical Equipment 3 8.22
Retailing 2.02 1.79
Transport Infrastructure 0.52 -
Personal Products 1.31 0.86
Other Utilities 0.79 -
Finance 0.72 4.14
Capital Markets 1.21 1.3
Textiles & Apparels 1.75 3.08
Realty - 5.68
Food Products - 1.58
Paper, Forest & Jute Products - 1.08
Non - Ferrous Metals - 1.31
Financial Technology (Fintech) - 0.73
Agricultural Food & other Products - 1.67
Insurance - 2
Minerals & Mining - 0.03
Automobiles - 0.25
Cement & Cement Products - 2.47

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