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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) | ₹5049 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 | -3.11% | -3.55% |
| 6 Month | 0.69% | 0.84% |
| 1 Year | -6.13% | -4.67% |
| 3 Year | 16.97% | 19.41% |
| 5 Year | 18.59% | 29.32% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.36% | -3.67% |
| 1 Year | 5.57% | 1.14% |
| 3 Year | 10.86% | 11.52% |
| 5 Year | 13.55% | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 9.76% | 9.79% |
| 3 Year | 16.91% | 10.56% |
| 5 Year | 15.47% | 10.66% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.15% | 18.497% |
| Sharp | 0.7% | 0.792% |
| Beta | 0.87% | 0.929% |
| Alpha | -1.11% | 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 | 8.26 | 16.88 |
| Small Cap | 77.11 | 61.43 |
| Mid Cap | 12.37 | 0.95 |
| Large Cap | 2.26 | 20.74 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.78 | 7.68 |
| Consumer Defensive | 7.45 | 4.08 |
| Consumer Cyclical | 16.27 | 12.63 |
| Industrials | 17.47 | 6.74 |
| Financial Services | 21.05 | 19.33 |
| Basic Materials | 11.23 | 7.4 |
| Real Estate | 4.69 | 2.48 |
| Healthcare | 13.34 | 13.85 |
| Technology | 2.25 | 2.78 |
| Utilities | 1.48 | 2.95 |
| Energy | - | 17.04 |
| Communication Services | - | 3.03 |
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