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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) | ₹4882 Cr | ₹16041 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 | 1.38% | -0.64% |
| 6 Month | 9.25% | 7.24% |
| 1 Year | -0.97% | -5.09% |
| 3 Year | 18.19% | 19.98% |
| 5 Year | 22.83% | 29.61% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.85% | -0.28% |
| 1 Year | 12.58% | 4.86% |
| 3 Year | 15.06% | 13.99% |
| 5 Year | 16.06% | 19.39% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 10.78% | 15.99% |
| 3 Year | 16.8% | 22.74% |
| 5 Year | 15.13% | 16.77% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.53% | 18.17% |
| Sharp | 0.61% | 0.69% |
| Beta | 0.88% | 0.91% |
| Alpha | -3.86% | -2.37% |
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 | 7.24 | 4.62 |
| Small Cap | 77.43 | 72.7 |
| Mid Cap | 12 | 20.58 |
| Large Cap | 3.33 | 2.09 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.72 | 3.9 |
| Consumer Defensive | 7.43 | 4.6 |
| Consumer Cyclical | 16.52 | 16.07 |
| Industrials | 18.97 | 27.42 |
| Financial Services | 19.18 | 15.29 |
| Basic Materials | 11.49 | 10.54 |
| Healthcare | 14.05 | 8.27 |
| Real Estate | 4.08 | 3.67 |
| Technology | 2.1 | 9.37 |
| Utilities | 1.46 | - |
| Energy | - | 0.87 |
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