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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) | ₹5011 Cr | ₹618 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 | -4.44% | -4.34% |
| 6 Month | 18.12% | 15.15% |
| 1 Year | -7.47% | -11.07% |
| 3 Year | 16.88% | 16.78% |
| 5 Year | 22.03% | 26.4% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.42% | 0.63% |
| 1 Year | -0.91% | -5.53% |
| 3 Year | 12.82% | 14.02% |
| 5 Year | 15.2% | 18.8% |
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% | 0.91% |
| Alpha | -3.67% | -2.82% |
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 | 7.76 | 8.77 |
| Small Cap | 77.4 | 77.84 |
| Mid Cap | 11.73 | 9.57 |
| Large Cap | 3.11 | 3.82 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 5.3 | 8.77 |
| Consumer Defensive | 7.66 | 7.79 |
| Consumer Cyclical | 17.51 | 14.94 |
| Industrials | 18.85 | 31.47 |
| Financial Services | 17.5 | 6.74 |
| Basic Materials | 12.54 | 11.99 |
| Healthcare | 12 | 4.1 |
| Real Estate | 4.78 | 0.07 |
| Technology | 2.38 | 6.07 |
| Utilities | 1.49 | 6.52 |
| Communication Services | - | 1.54 |
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