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Aditya Birla Sun Life Small Cap Fund vs Quant Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4585 Cr | ₹25183 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2007 | 30 Oct 1996 |
| 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 | 1.6 |
| Manager | Dhaval Joshi | Sanjeev Sharma |
| ISIN Code | INF209K01EN2 | INF966L01AA0 |
| 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 | Quant 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 | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 6.24% | 5.75% |
| 6 Month | -3.55% | -3.54% |
| 1 Year | 2.55% | -0.11% |
| 3 Year | 19.75% | 26.33% |
| 5 Year | 31.08% | 49.62% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 5.17% | 4.88% |
| 1 Year | -3% | -4.33% |
| 3 Year | 16.7% | 22.06% |
| 5 Year | 18.47% | 28.72% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.75% | 10.46% |
| 3 Year | 16.73% | 10.33% |
| 5 Year | 14.7% | 10.13% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.578% | 18.497% |
| Sharp | 0.355% | 0.792% |
| Beta | 0.854% | 0.929% |
| Alpha | -4.461% | 1.342% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Sanjeev Sharma |
| Total AUM | ₹361932 Cr | ₹39731 Cr |
| Funds Managed | 55 | 22 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.74 | 10.03 |
| Small Cap | 81.52 | 63.33 |
| Mid Cap | 11.06 | 3.42 |
| Large Cap | 2.68 | 23.22 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.29 | 9.23 |
| Consumer Defensive | 6.83 | 5.01 |
| Consumer Cyclical | 20.03 | 14.28 |
| Industrials | 25.32 | 4.46 |
| Technology | 3.8 | 2.85 |
| Financial Services | 13.07 | 15.78 |
| Basic Materials | 11.62 | 8.59 |
| Healthcare | 8.77 | 13.56 |
| Communication Services | 0 | 3.92 |
| Real Estate | 5.33 | 1.72 |
| Utilities | 0.95 | 2.37 |
| Energy | - | 18.22 |
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