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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) | ₹5049 Cr | ₹3450 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 | -4.14% | -4.02% |
| 6 Month | -1.98% | -0.43% |
| 1 Year | -7.4% | -4.4% |
| 3 Year | 16.51% | 18.86% |
| 5 Year | 18.33% | 22.3% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.94% | -0.73% |
| 1 Year | 9.48% | 10.98% |
| 3 Year | 11.61% | 13.87% |
| 5 Year | 13.64% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.76% | 14.27% |
| 3 Year | 16.91% | 18.58% |
| 5 Year | 15.47% | 15.81% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.15% | 14.09% |
| Sharp | 0.7% | 0.88% |
| Beta | 0.87% | 0.77% |
| Alpha | -1.11% | 2.04% |
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 | 8.26 | 7.97 |
| Small Cap | 77.11 | 83.24 |
| Mid Cap | 12.37 | 2.29 |
| Large Cap | 2.26 | 6.5 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.78 | 4.94 |
| Consumer Defensive | 7.45 | 2.57 |
| Consumer Cyclical | 16.27 | 20.39 |
| Industrials | 17.47 | 18.92 |
| Financial Services | 21.05 | 19.4 |
| Basic Materials | 11.23 | 8.75 |
| Real Estate | 4.69 | 2.33 |
| Healthcare | 13.34 | 12.01 |
| Technology | 2.25 | 4.57 |
| Utilities | 1.48 | 1.03 |
| Communication Services | - | 5.1 |
Top Comparisons
HDFC Small Cap Fund Regular Growth
3Y Returns19.47%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns14.42%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.18%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.03%
Bandhan Small Cap Fund Regular Growth
3Y Returns28.38%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns12.16%
ICICI Prudential Multi Sector Passive FOF - Growth
3Y Returns17.56%
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3Y Returns17.72%
