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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) | ₹4824 Cr | ₹16536 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 | 2.87% | 4.16% |
| 6 Month | 21.21% | 19.92% |
| 1 Year | -6.57% | -8.54% |
| 3 Year | 16.41% | 18.78% |
| 5 Year | 22.75% | 29.23% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.59% | 3.74% |
| 1 Year | 8.51% | 5.14% |
| 3 Year | 15.07% | 15.77% |
| 5 Year | 16.19% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 11.27% | 16.64% |
| 3 Year | 16.73% | 22.95% |
| 5 Year | 15.06% | 16.64% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.55% | 18.19% |
| Sharp | 0.58% | 0.68% |
| Beta | 0.88% | 0.91% |
| Alpha | -3.60% | -1.90% |
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 | 7.76 | 3.42 |
| Small Cap | 77.4 | 72.11 |
| Mid Cap | 11.73 | 22.31 |
| Large Cap | 3.11 | 2.16 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.3 | 3.42 |
| Consumer Defensive | 7.66 | 4.31 |
| Consumer Cyclical | 17.51 | 15.6 |
| Industrials | 18.85 | 28.92 |
| Financial Services | 17.5 | 16.18 |
| Basic Materials | 12.54 | 11.06 |
| Healthcare | 12 | 7.18 |
| Real Estate | 4.78 | 3.79 |
| Technology | 2.38 | 8.65 |
| Utilities | 1.49 | - |
| Energy | - | 0.9 |
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