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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) | ₹4882 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 | 4.45% | 2.69% |
| 6 Month | 13.19% | 10.29% |
| 1 Year | -2% | -3.46% |
| 3 Year | 18.43% | 24.07% |
| 5 Year | 23.31% | 33.66% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.99% | 0.03% |
| 1 Year | 5.76% | 6.39% |
| 3 Year | 11.77% | 14.47% |
| 5 Year | 13.99% | 21.14% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 10.78% | 10.2% |
| 3 Year | 16.8% | 10.46% |
| 5 Year | 15.13% | 10.35% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.53% | 18.497% |
| Sharp | 0.61% | 0.792% |
| Beta | 0.88% | 0.929% |
| Alpha | -3.86% | 1.342% |
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 | 7.24 | 16.55 |
| Small Cap | 77.43 | 63.1 |
| Mid Cap | 12 | 0.52 |
| Large Cap | 3.33 | 19.83 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.72 | 9.04 |
| Consumer Defensive | 7.43 | 4.41 |
| Consumer Cyclical | 16.52 | 12.69 |
| Industrials | 18.97 | 6.74 |
| Financial Services | 19.18 | 17.06 |
| Basic Materials | 11.49 | 8.01 |
| Healthcare | 14.05 | 14.71 |
| Real Estate | 4.08 | 2.61 |
| Technology | 2.1 | 2.46 |
| Utilities | 1.46 | 2.98 |
| Energy | - | 16.38 |
| Communication Services | - | 2.91 |
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