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Aditya Birla Sun Life Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5134 Cr | ₹605 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 31 May 2007 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | % |
| Expense Ratio | 1.89 | 2.42 |
| Manager | Dhaval Joshi | Yogesh Patil |
| ISIN Code | INF209K01EN2 | INF397L01JW3 |
| 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 | LIC MF 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -3.09% | -2.06% |
| 6 Month | 6.18% | -2.36% |
| 1 Year | -0.86% | -4.13% |
| 3 Year | 18.77% | 18.87% |
| 5 Year | 26.05% | 29.59% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 7.87% | 7.07% |
| 1 Year | 3.15% | -3.02% |
| 3 Year | 15.24% | 16.07% |
| 5 Year | 16.72% | 20.29% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.27% | 12.25% |
| 3 Year | 16.73% | 23.93% |
| 5 Year | 15.06% | 21.05% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 17.32% | 18.55% |
| Sharp | 0.74% | 0.78% |
| Beta | 0.88% | 0.92% |
| Alpha | -3.37% | -3.53% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Dhaval Joshi | Yogesh Patil |
| Total AUM | ₹361932 Cr | ₹5898 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 7.2 | 8.77 |
| Small Cap | 77.76 | 77.84 |
| Mid Cap | 11.74 | 9.57 |
| Large Cap | 3.3 | 3.82 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 5.76 | 8.77 |
| Consumer Defensive | 7.29 | 7.79 |
| Consumer Cyclical | 17.94 | 14.94 |
| Industrials | 19.63 | 31.47 |
| Technology | 2.32 | 6.07 |
| Financial Services | 18.29 | 6.74 |
| Basic Materials | 12.33 | 11.99 |
| Healthcare | 10.28 | 4.1 |
| Utilities | 1.47 | 6.52 |
| Real Estate | 4.68 | 0.07 |
| Communication Services | - | 1.54 |
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