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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) | ₹4882 Cr | ₹3341 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 | 4.45% | 3.29% |
| 6 Month | 13.19% | 14.92% |
| 1 Year | -2% | 1.62% |
| 3 Year | 18.43% | 20.75% |
| 5 Year | 23.31% | 27.58% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.99% | 0.96% |
| 1 Year | 5.76% | 11.29% |
| 3 Year | 11.77% | 15.17% |
| 5 Year | 13.99% | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.78% | 14.64% |
| 3 Year | 16.8% | 18.25% |
| 5 Year | 15.13% | 15.68% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.67% | 14.09% |
| Sharp | 0.68% | 0.87% |
| Beta | 0.88% | 0.77% |
| Alpha | -2.51% | 0.62% |
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 | 7.24 | 8.28 |
| Small Cap | 77.43 | 84.1 |
| Mid Cap | 12 | 1.7 |
| Large Cap | 3.33 | 5.92 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.72 | 6.01 |
| Consumer Defensive | 7.43 | 2.7 |
| Consumer Cyclical | 16.52 | 21.13 |
| Industrials | 18.97 | 18.55 |
| Financial Services | 19.18 | 18.08 |
| Basic Materials | 11.49 | 7.98 |
| Healthcare | 14.05 | 12.08 |
| Real Estate | 4.08 | 2.41 |
| Technology | 2.1 | 4.45 |
| Utilities | 1.46 | 1.14 |
| Communication Services | - | 5.47 |
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