- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4882 Cr | ₹632 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 | 3.07% | -2.08% |
| 6 Month | 13.91% | 10.76% |
| 1 Year | -2.17% | -8.79% |
| 3 Year | 18.68% | 17.23% |
| 5 Year | 22.91% | 26.57% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.71% | 0.01% |
| 1 Year | 14.62% | 2.95% |
| 3 Year | 14.47% | 13.28% |
| 5 Year | 15.36% | 17.12% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.78% | 11.6% |
| 3 Year | 16.8% | 23.69% |
| 5 Year | 15.13% | 21.7% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 17.67% | 18.26% |
| Sharp | 0.68% | 0.64% |
| Beta | 0.88% | 0.88% |
| Alpha | -2.51% | -2.83% |
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 | 7.24 | 4.07 |
| Small Cap | 77.43 | 82.8 |
| Mid Cap | 12 | 7.81 |
| Large Cap | 3.33 | 5.33 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.72 | 2.9 |
| Consumer Defensive | 7.43 | 6.4 |
| Consumer Cyclical | 16.52 | 15.48 |
| Industrials | 18.97 | 31.79 |
| Financial Services | 19.18 | 6.66 |
| Basic Materials | 11.49 | 15.65 |
| Healthcare | 14.05 | 6.91 |
| Real Estate | 4.08 | - |
| Technology | 2.1 | 7.3 |
| Utilities | 1.46 | 6.18 |
| Communication Services | - | 0.72 |
Top Comparisons
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.77%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.84%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.17%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns17.59%
HDFC Multi-Asset Fund - Growth Option
3Y Returns14.77%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.99%
ICICI Prudential Savings Fund - Growth
3Y Returns7.77%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.5%
