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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) | ₹4938 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 | -4.06% | -6.98% |
| 6 Month | -5.14% | -10.72% |
| 1 Year | 7.88% | -6.09% |
| 3 Year | 16.88% | 16.02% |
| 5 Year | 17.19% | 20.43% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -7.64% | -11.52% |
| 1 Year | -8.6% | -19.01% |
| 3 Year | 4.99% | 2.03% |
| 5 Year | 10.15% | 10.31% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.59% | 9.77% |
| 3 Year | 16.94% | 23.33% |
| 5 Year | 15.54% | 22.5% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.15% | 13.95% |
| Sharp | 0.69% | 0.66% |
| Beta | 0.87% | 0.86% |
| Alpha | -1.61% | -1.56% |
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 | 12.19 | 11.67 |
| Small Cap | 73.09 | 79.14 |
| Large Cap | 2.46 | 3.56 |
| Mid Cap | 12.27 | 5.63 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.75 | 2.69 |
| Consumer Defensive | 7.47 | 8.41 |
| Consumer Cyclical | 17.17 | 13.83 |
| Industrials | 15.96 | 33.8 |
| Financial Services | 20.82 | 7.68 |
| Basic Materials | 11.35 | 14.45 |
| Real Estate | 4.63 | 0.78 |
| Healthcare | 14.11 | 7.57 |
| Technology | 2.25 | 4.87 |
| Utilities | 1.49 | 4.78 |
| Communication Services | - | 1.15 |
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