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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) | ₹4585 Cr | ₹8883 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 | 2.27% | -0.9% |
| 6 Month | -12.32% | -15.83% |
| 1 Year | -1.59% | 0.72% |
| 3 Year | 14.46% | 19.17% |
| 5 Year | 27.81% | 33.52% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.63% | -3.1% |
| 1 Year | -13.07% | -12.71% |
| 3 Year | 13.85% | 17.26% |
| 5 Year | 17.28% | 23.52% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.75% | 28.19% |
| 3 Year | 16.73% | 29.82% |
| 5 Year | 14.7% | 28.63% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.578% | 15.861% |
| Sharp | 0.355% | 0.793% |
| Beta | 0.854% | 0.736% |
| Alpha | -4.461% | 3.356% |
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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 | 4.74 | 7.03 |
| Small Cap | 81.52 | 84.22 |
| Mid Cap | 11.06 | 8.75 |
| Large Cap | 2.68 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.29 | 8.25 |
| Consumer Defensive | 6.83 | 3.84 |
| Consumer Cyclical | 20.03 | 15.97 |
| Industrials | 25.32 | 24.35 |
| Technology | 3.8 | 5.85 |
| Financial Services | 13.07 | 8.32 |
| Basic Materials | 11.62 | 18.16 |
| Healthcare | 8.77 | 10.59 |
| Communication Services | 0 | - |
| Real Estate | 5.33 | 3.86 |
| Utilities | 0.95 | 0.82 |
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