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

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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tortoise-icon Tata Small Cap Fund Regular Growth

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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 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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