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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) | ₹5011 Cr | ₹11576 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 | -4.64% | -5.05% |
| 6 Month | 15% | 12.97% |
| 1 Year | -2.28% | -1.48% |
| 3 Year | 17.84% | 22.2% |
| 5 Year | 24.71% | 30.4% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.63% | 3.14% |
| 1 Year | 0.77% | -1.48% |
| 3 Year | 14.02% | 16.31% |
| 5 Year | 15.9% | 21.35% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 11.27% | 25.17% |
| 3 Year | 16.73% | 28.72% |
| 5 Year | 15.06% | 31.28% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.32% | 15.98% |
| Sharp | 0.74% | 1.09% |
| Beta | 0.88% | 0.77% |
| Alpha | -3.67% | 2.78% |
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 | 7.76 | 12.11 |
| Small Cap | 77.4 | 81.63 |
| Mid Cap | 11.73 | 6.26 |
| Large Cap | 3.11 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.3 | 9.62 |
| Consumer Defensive | 7.66 | 2.62 |
| Consumer Cyclical | 17.51 | 18.21 |
| Industrials | 18.85 | 25.55 |
| Financial Services | 17.5 | 4.82 |
| Basic Materials | 12.54 | 19.78 |
| Healthcare | 12 | 9.72 |
| Real Estate | 4.78 | 4.11 |
| Technology | 2.38 | 4.63 |
| Utilities | 1.49 | 0.92 |
Top Comparisons
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