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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