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) | ₹4585 Cr | ₹15453 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 | 3.53% | 2.57% |
6 Month | -10.18% | -12.55% |
1 Year | 0.03% | -1.39% |
3 Year | 14.94% | 18.19% |
5 Year | 28.48% | 34.99% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -1.63% | -4.76% |
1 Year | -13.07% | -17.7% |
3 Year | 13.85% | 15.15% |
5 Year | 17.28% | 22.97% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 12.75% | 19.2% |
3 Year | 16.73% | 23.02% |
5 Year | 14.7% | 15.83% |
Risk Management
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.578% | 18.203% |
Sharp | 0.355% | 0.572% |
Beta | 0.854% | 0.882% |
Alpha | -4.461% | -0.639% |
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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 | 4.74 | 3.74 |
Small Cap | 81.52 | 72.68 |
Mid Cap | 11.06 | 21 |
Large Cap | 2.68 | 2.59 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 4.29 | 6.47 |
Consumer Defensive | 6.83 | 3.38 |
Consumer Cyclical | 20.03 | 16.29 |
Industrials | 25.32 | 27.7 |
Technology | 3.8 | 9.98 |
Financial Services | 13.07 | 14.59 |
Basic Materials | 11.62 | 10.53 |
Healthcare | 8.77 | 4.47 |
Communication Services | 0 | - |
Real Estate | 5.33 | 5.2 |
Utilities | 0.95 | - |
Energy | - | 1.4 |
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