Aditya Birla Sun Life Small Cap Fund vs Tata Small Cap Fund compare

Link copied to clipboard!

Aditya Birla Sun Life Small Cap Fund - GROWTH

Invest Now

Tata Small Cap Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	Average
Asset Size (Cr)	₹5127 Cr	₹11792 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

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Tata Small Cap Fund Regular Growth
1 Month	-4.09%	-6.57%
6 Month	-0.75%	-7.14%
1 Year	-5.86%	-15.45%
3 Year	16.28%	14.64%
5 Year	19.19%	23.76%

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Tata Small Cap Fund Regular Growth
6 Month	-1%	-7.96%
1 Year	7.97%	-8.9%
3 Year	11.24%	7%
5 Year	13.47%	14.45%

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Tata Small Cap Fund Regular Growth
1 Year	9.97%	21.92%
3 Year	16.94%	28.24%
5 Year	15.46%	29.97%

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Tata Small Cap Fund Regular Growth
Standard Deviation	15.15%	16.07%
Sharp	0.7%	0.80%
Beta	0.87%	0.76%
Alpha	-1.11%	0.09%

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

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Tata Small Cap Fund Regular Growth
Others	5.37	18.19
Small Cap	76.38	74.45
Mid Cap	15.59	7.36
Large Cap	2.29	-

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Tata Small Cap Fund Regular Growth
Others	5.37	12.98
Food Products	3.49	-
Auto Components	7.16	-
Industrial Manufacturing	3.99	-
Textiles & Apparels	3.39	-
Banks	6.71	-
Chemicals & Petrochemicals	4.84	-
Consumer Durables	5.06	-
Paper, Forest & Jute Products	1.53	-
Healthcare Services	4.82	-
Commercial Services & Supplies	1.47	-
Electrical Equipment	5.68	-
Construction	2.7	-
Industrial Products	5.17	-
Pharmaceuticals & Biotechnology	8	-
IT - Software	1.48	-
Ferrous Metals	0.44	-
Finance	8.68	-
IT - Services	0.95	-
Non - Ferrous Metals	1.19	-
Capital Markets	3.76	-
Cement & Cement Products	2.91	-
Financial Technology (Fintech)	0.78	-
Agricultural Food & other Products	1.81	-
Leisure Services	0.95	-
Power	1.54	-
Minerals & Mining	0.75	-
Personal Products	0.42	-
Retailing	0.33	-
Realty	2.71	-
Beverages	1.55	-
Industrials	-	25.91
Healthcare	-	5.46
Basic Materials	-	18.09
Consumer Cyclical	-	17.84
Financial Services	-	5.66
Technology	-	6.66
Utilities	-	1.2
Real Estate	-	4.44
Consumer Defensive	-	1.77