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

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Aditya Birla Sun Life Small Cap Fund - GROWTH

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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)	₹4914 Cr	₹16061 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

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	HSBC Small Cap Fund Regular Growth
1 Month	4.56%	5.07%
6 Month	0.59%	-4.68%
1 Year	1.42%	-1.18%
3 Year	23.91%	27.04%
5 Year	28.99%	35.28%

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	HSBC Small Cap Fund Regular Growth
6 Month	14.5%	13.62%
1 Year	10.96%	7.44%
3 Year	19.73%	20.97%
5 Year	19.68%	25.15%

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	HSBC Small Cap Fund Regular Growth
1 Year	11.9%	17.65%
3 Year	16.56%	22.67%
5 Year	14.93%	16.47%

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	HSBC Small Cap Fund Regular Growth
Standard Deviation	17.91%	18.40%
Sharp	0.77%	0.89%
Beta	0.87%	0.89%
Alpha	-3.03%	-0.78%

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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

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

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