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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) | ₹5049 Cr | ₹619 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| 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 | -3.15% | -4.46% |
| 6 Month | -0.65% | -4.2% |
| 1 Year | -6.77% | -15.8% |
| 3 Year | 16.65% | 14.91% |
| 5 Year | 19.32% | 23% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.94% | -4.84% |
| 1 Year | 9.48% | -3.59% |
| 3 Year | 11.61% | 9.48% |
| 5 Year | 13.64% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.97% | 10.25% |
| 3 Year | 16.94% | 23.45% |
| 5 Year | 15.46% | 22.65% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.15% | 18.47% |
| Sharp | 0.7% | 0.56% |
| Beta | 0.87% | 0.88% |
| Alpha | -1.11% | -2.38% |
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 | 8.97 | 6.13 |
| Small Cap | 77.23 | 83.09 |
| Mid Cap | 11.52 | 6.02 |
| Large Cap | 2.29 | 4.76 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 5.75 | 2.32 |
| Consumer Defensive | 7.26 | 8.52 |
| Consumer Cyclical | 16.2 | 14.95 |
| Industrials | 17.97 | 31.13 |
| Financial Services | 19.92 | 7.47 |
| Basic Materials | 11.56 | 14.5 |
| Real Estate | 4.79 | 0.53 |
| Healthcare | 12.82 | 7.67 |
| Technology | 2.19 | 6.47 |
| Utilities | 1.54 | 5.39 |
| Communication Services | - | 1.06 |
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