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Aditya Birla Sun Life Small Cap Fund vs HSBC Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5049 Cr | ₹16203 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2007 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 34% | 15% |
| Expense Ratio | 1.89 | 1.67 |
| Manager | Dhaval Joshi | Venugopal Manghat |
| ISIN Code | INF209K01EN2 | INF917K01QC7 |
| Exits Load | 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -3.15% | -3.77% |
| 6 Month | -0.65% | -5.27% |
| 1 Year | -6.77% | -14.9% |
| 3 Year | 16.65% | 17.28% |
| 5 Year | 19.32% | 24.88% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.94% | -4.1% |
| 1 Year | 9.48% | 0.13% |
| 3 Year | 11.61% | 9.07% |
| 5 Year | 13.64% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 9.97% | 15.36% |
| 3 Year | 16.94% | 22.44% |
| 5 Year | 15.46% | 17.02% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.15% | 18.31% |
| Sharp | 0.7% | 0.66% |
| Beta | 0.87% | 0.90% |
| Alpha | -1.11% | -0.89% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Venugopal Manghat |
| Total AUM | ₹361932 Cr | ₹41442 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.97 | 4.05 |
| Small Cap | 77.23 | 74.12 |
| Mid Cap | 11.52 | 19.76 |
| Large Cap | 2.29 | 2.07 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.75 | 2.62 |
| Consumer Defensive | 7.26 | 4.58 |
| Consumer Cyclical | 16.2 | 15.98 |
| Industrials | 17.97 | 26.38 |
| Financial Services | 19.92 | 17.59 |
| Basic Materials | 11.56 | 7.52 |
| Real Estate | 4.79 | 5.35 |
| Healthcare | 12.82 | 8.77 |
| Technology | 2.19 | 10.38 |
| Utilities | 1.54 | - |
| Energy | - | 0.82 |
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