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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 | -0.75% | -0.37% |
| 6 Month | -0.49% | -4.82% |
| 1 Year | -3.49% | -11.9% |
| 3 Year | 19.58% | 20.37% |
| 5 Year | 18.52% | 24.81% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.36% | -5.18% |
| 1 Year | 5.57% | -3.27% |
| 3 Year | 10.86% | 8.26% |
| 5 Year | 13.55% | 15.53% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 9.76% | 15.24% |
| 3 Year | 16.91% | 22.35% |
| 5 Year | 15.47% | 17.1% |
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 | 8.26 | 4.94 |
| Small Cap | 77.11 | 74.91 |
| Mid Cap | 12.37 | 18.14 |
| Large Cap | 2.26 | 2.01 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.78 | 2.15 |
| Consumer Defensive | 7.45 | 4.24 |
| Consumer Cyclical | 16.27 | 17.14 |
| Industrials | 17.47 | 23.58 |
| Financial Services | 21.05 | 20.3 |
| Basic Materials | 11.23 | 7.05 |
| Real Estate | 4.69 | 4.6 |
| Healthcare | 13.34 | 9.46 |
| Technology | 2.25 | 10.63 |
| Utilities | 1.48 | - |
| Energy | - | 0.86 |
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