Aditya Birla Sun Life Small Cap Fund vs ICICI Prudential Smallcap Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Smallcap Fund - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name ICICI Prudential Smallcap Fund - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Fund ICICI Prudential Smallcap Fund - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6608 Cr ₹5251 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2007 31 May 2007
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI S&P BSE 250 SmallCap TRI
Turn Over 22% 34%
Expense Ratio 1.79 1.87
Manager Sharmila D'mello Dhaval Joshi
ISIN Code INF109K01BI0 INF209K01EN2
Exits Load Exit load of 1% if redeemed upto 1 year/365 1% for redemption within 90 days/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Smallcap Fund - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month 1.54% 2.39%
6 Month 15.1% 17.39%
1 Year 37.31% 40.81%
3 Year 22.7% 17.67%
5 Year 28.93% 22.37%

SIP Return Analysis

Scheme Name ICICI Prudential Smallcap Fund - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month - -
1 Year 17.3% 17.01%
3 Year 47.78% 43.27%
5 Year 118.45% 92.59%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Smallcap Fund - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 33.65% 29.1%
3 Year 86.95% 68.7%
5 Year 126.78% 103.25%

Risk Management

Scheme Name ICICI Prudential Smallcap Fund - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation 13.59% 15.15%
Sharp 1.28% 0.83%
Beta 0.68% 0.84%
Alpha 4.63% -1.92%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential Smallcap Fund - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Name Sharmila D'mello Dhaval Joshi
Total AUM ₹354743 Cr ₹361932 Cr
Fund Manage 35 55
ICICI Prudential Smallcap Fund - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH

Market Cap

Scheme Name

ICICI Prudential Smallcap Fund - Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 8.93 2.6
Mid Cap 16.19 11.37
Small Cap 68.19 85.69
Large Cap 6.75 0.3

Sector Allocation

Scheme Name

ICICI Prudential Smallcap Fund - Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 7.93 1.41
Financial 7.74 8.84
Metals & Mining 5.61 5.5
Capital Goods 12.07 16.43
Construction 8.68 7.65
Technology 3.69 6.21
Automobile 7.51 5.76
Energy 3.43 1.88
Healthcare 6.5 5.86
Materials 9.57 6.62
Consumer Staples 5.15 6.14
Textiles 1.5 3.23
Chemicals 8.33 3.87
Consumer Discretionary 1.92 7.73
Services 9.34 11.31
Insurance 0.56 1.52
Communication 0.53 -

Top Comparisons

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns11%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns6.77%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns20.81%

VS

Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

3Y Returns21%

Compare Now

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns5.42%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns5.02%

Compare Now

ICICI Prudential Quant Fund Growth ICICI Prudential Quant Fund Growth

3Y Returns18.32%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.12%

Compare Now
Request call back
Add to Cart Successfully