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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) | ₹4824 Cr | ₹3282 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 | 2.87% | 4.08% |
| 6 Month | 21.21% | 23.28% |
| 1 Year | -6.57% | -2.76% |
| 3 Year | 16.41% | 19.21% |
| 5 Year | 22.75% | 26.94% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.59% | 5.06% |
| 1 Year | 8.51% | 13.21% |
| 3 Year | 15.07% | 18.18% |
| 5 Year | 16.19% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.27% | 15.05% |
| 3 Year | 16.73% | 18.08% |
| 5 Year | 15.06% | 15.62% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.55% | 14.09% |
| Sharp | 0.58% | 0.84% |
| Beta | 0.88% | 0.77% |
| Alpha | -3.60% | 0.54% |
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 | 7.76 | 7.93 |
| Small Cap | 77.4 | 85.57 |
| Mid Cap | 11.73 | 0.97 |
| Large Cap | 3.11 | 5.53 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.3 | 5.89 |
| Consumer Defensive | 7.66 | 3.24 |
| Consumer Cyclical | 17.51 | 20.38 |
| Industrials | 18.85 | 19.06 |
| Financial Services | 17.5 | 19.02 |
| Basic Materials | 12.54 | 8.13 |
| Healthcare | 12 | 11.84 |
| Real Estate | 4.78 | 2.66 |
| Technology | 2.38 | 3.41 |
| Utilities | 1.49 | 1.15 |
| Communication Services | - | 5.23 |
Top Comparisons
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3Y Returns17.41%
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3Y Returns14.5%
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