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 | 3.15% | 2.46% |
6 Month | -4.2% | -6.71% |
1 Year | -0.74% | 1.6% |
3 Year | 24.41% | 28.52% |
5 Year | 28.07% | 33.17% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | 8.36% | 5.48% |
1 Year | 2.64% | -0.98% |
3 Year | 17.43% | 19.66% |
5 Year | 18.66% | 24.15% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Year | 11.9% | 26.47% |
3 Year | 16.56% | 29.12% |
5 Year | 14.93% | 29.64% |
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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