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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 | Average |
| Asset Size (Cr) | ₹5049 Cr | ₹11410 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 | -3.56% | -4.09% |
| 6 Month | -1.7% | -8.51% |
| 1 Year | -7.58% | -15.7% |
| 3 Year | 16.8% | 14.72% |
| 5 Year | 18.34% | 23.53% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.94% | -7.64% |
| 1 Year | 9.48% | -7.56% |
| 3 Year | 11.61% | 7.43% |
| 5 Year | 13.64% | 14.5% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.15% | 16.32% |
| Sharp | 0.7% | 0.59% |
| Beta | 0.87% | 0.77% |
| Alpha | -1.11% | -1.52% |
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 | 8.97 | 18.19 |
| Small Cap | 77.23 | 74.45 |
| Mid Cap | 11.52 | 7.36 |
| Large Cap | 2.29 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.75 | 12.98 |
| Consumer Defensive | 7.26 | 1.77 |
| Consumer Cyclical | 16.2 | 17.84 |
| Industrials | 17.97 | 25.91 |
| Financial Services | 19.92 | 5.66 |
| Basic Materials | 11.56 | 18.09 |
| Real Estate | 4.79 | 4.44 |
| Healthcare | 12.82 | 5.46 |
| Technology | 2.19 | 6.66 |
| Utilities | 1.54 | 1.2 |
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