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Aditya Birla Sun Life Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4585 Cr | ₹3168 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 May 2007 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | 22% |
| Expense Ratio | 1.89 | 1.97 |
| Manager | Dhaval Joshi | Rohit Seksaria |
| ISIN Code | INF209K01EN2 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.27% | 3.46% |
| 6 Month | -12.32% | -10.47% |
| 1 Year | -1.59% | 0.06% |
| 3 Year | 14.46% | 17.22% |
| 5 Year | 27.81% | 31.45% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.63% | -0.29% |
| 1 Year | -13.07% | -8.28% |
| 3 Year | 13.85% | 16.71% |
| 5 Year | 17.28% | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.75% | 16.78% |
| 3 Year | 16.73% | 18.05% |
| 5 Year | 14.7% | 15.38% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.578% | 14.09% |
| Sharp | 0.355% | 0.52% |
| Beta | 0.854% | 0.77% |
| Alpha | -4.461% | 0.22% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Rohit Seksaria |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 15 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.74 | 8.14 |
| Small Cap | 81.52 | 83.41 |
| Mid Cap | 11.06 | 2.94 |
| Large Cap | 2.68 | 5.51 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.29 | 8.9 |
| Consumer Defensive | 6.83 | 4.93 |
| Consumer Cyclical | 20.03 | 18.36 |
| Industrials | 25.32 | 19.46 |
| Technology | 3.8 | 4.4 |
| Financial Services | 13.07 | 17.68 |
| Basic Materials | 11.62 | 9.08 |
| Healthcare | 8.77 | 9.08 |
| Communication Services | 0 | 3.59 |
| Real Estate | 5.33 | 3.3 |
| Utilities | 0.95 | 1.22 |
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