Aditya Birla Sun Life Small Cap Fund vs Nippon India Small Cap Fund compare

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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Aditya Birla Sun Life Small Cap Fund - GROWTH

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Fund	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹66136 Cr	₹4882 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	16 Sep 2010	31 May 2007
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	23%	34%
Expense Ratio	1.47	1.89
Manager	Tejas Sheth	Dhaval Joshi
ISIN Code	INF204K01HZ0	INF209K01EN2
Exits Load	Exit load of 1% if redeemed within 1 year./365	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

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month	-	4.45%
6 Month	-	13.19%
1 Year	-	-2%
3 Year	-	18.43%
5 Year	-	23.31%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month	-	-0.8%
1 Year	-	6.61%
3 Year	-	12.19%
5 Year	-	14.14%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year	-	10.78%
3 Year	-	16.8%
5 Year	-	15.13%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation	16.48%	17.67%
Sharp	0.95%	0.68%
Beta	0.82%	0.88%
Alpha	1.92%	-2.51%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Name	Tejas Sheth	Dhaval Joshi
Total AUM	₹89953 Cr	₹361932 Cr
Funds Managed	3	55
	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Others	5.23	7.24
Small Cap	70	77.43
Large Cap	11.94	3.33
Mid Cap	12.83	12

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Others	5.23	4.72
IT - Services	2.62	-
Telecom - Equipment & Accessories	1.27	-
Consumer Durables	7.21	-
Industrial Products	9.04	-
Textiles & Apparels	2.62	-
Electrical Equipment	7.25	-
Diversified FMCG	0.41	-
Pharmaceuticals & Biotechnology	4.89	-
Banks	5.79	-
Realty	0.58	-
Chemicals & Petrochemicals	3.55	-
IT - Software	2.46	-
Leisure Services	1.54	-
Paper, Forest & Jute Products	1.08	-
Industrial Manufacturing	2.63	-
Aerospace & Defense	1.69	-
Transport Services	0.49	-
Cement & Cement Products	1.24	-
Fertilizers & Agrochemicals	1.79	-
Capital Markets	4.66	-
Construction	3.26	-
Power	1.84	-
Media	0.08	-
IT - Hardware	0.06	-
Healthcare Services	2.27	-
Agricultural Food & other Products	1.89	-
Finance	2.98	-
Other Consumer Services	1.15	-
Petroleum Products	0.27	-
Entertainment	0.51	-
Diversified Metals	0.86	-
Retailing	1.32	-
Food Products	1.4	-
Auto Components	6.15	-
Commercial Services & Supplies	0.94	-
Household Products	1.13	-
Telecom - Services	0.69	-
Diversified	0.11	-
Consumable Fuels	0.56	-
Personal Products	1.15	-
Beverages	1.23	-
Automobiles	0.15	-
Other Utilities	0.82	-
Insurance	0.58	-
Agricultural, Commercial & Construction Vehicles	0.4	-
Ferrous Metals	0.16	-
Consumer Defensive	-	7.43
Consumer Cyclical	-	16.52
Industrials	-	18.97
Financial Services	-	19.18
Basic Materials	-	11.49
Healthcare	-	14.05
Real Estate	-	4.08
Technology	-	2.1
Utilities	-	1.46