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Aditya Birla Sun Life Small Cap Fund vs HSBC Small Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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tortoise-icon HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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