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Aditya Birla Sun Life Small Cap Fund vs Tata Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4824 Cr | ₹11637 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2007 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | 4.59% |
| Expense Ratio | 1.89 | 1.7 |
| Manager | Dhaval Joshi | Chandraprakash Padiyar |
| ISIN Code | INF209K01EN2 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -1.07% | -2.46% |
| 6 Month | 13.86% | 10.59% |
| 1 Year | -8.22% | -11.18% |
| 3 Year | 17.46% | 19.9% |
| 5 Year | 22.97% | 29.19% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.8% | 0.32% |
| 1 Year | 8.15% | 4.22% |
| 3 Year | 13.51% | 14.87% |
| 5 Year | 15.1% | 19.77% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 10.78% | 23.4% |
| 3 Year | 16.8% | 28.5% |
| 5 Year | 15.13% | 30.65% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.53% | 16.04% |
| Sharp | 0.61% | 0.82% |
| Beta | 0.88% | 0.78% |
| Alpha | -3.86% | 0.42% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Chandraprakash Padiyar |
| Total AUM | ₹361932 Cr | ₹15627 Cr |
| Funds Managed | 55 | 3 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.92 | 15.25 |
| Small Cap | 77.58 | 78.14 |
| Mid Cap | 12.4 | 6.61 |
| Large Cap | 3.09 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.94 | 12.45 |
| Consumer Defensive | 7.92 | 2.24 |
| Consumer Cyclical | 17.36 | 18.03 |
| Industrials | 18.89 | 24.88 |
| Financial Services | 17.22 | 4.73 |
| Basic Materials | 12.45 | 19.39 |
| Healthcare | 14.13 | 8.98 |
| Real Estate | 4.49 | 4.17 |
| Technology | 2.22 | 4.08 |
| Utilities | 1.39 | 1.05 |
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