Aditya Birla Sun Life Small Cap Fund vs Axis Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5178 Cr | ₹22263 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 May 2007 | 05 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | 5% |
| Expense Ratio | 1.88 | 1.62 |
| Manager | Dhaval Joshi | Shreyash Devalkar |
| ISIN Code | INF209K01EN2 | INF846K01K01 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit load of 1% for investments beyond 10% if redeemed within 12 months/365 |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.15% | 7.92% |
| 6 Month | 21.2% | 22.03% |
| 1 Year | 38.19% | 37.36% |
| 3 Year | 20.29% | 23.02% |
| 5 Year | 25.39% | 30.1% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.01% | 15.95% |
| 3 Year | 43.27% | 43.23% |
| 5 Year | 92.59% | 102.17% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 29.1% | 29.67% |
| 3 Year | 68.7% | 76.53% |
| 5 Year | 103.25% | 110.45% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.15% | 11.78% |
| Sharp | 0.8% | 1.31% |
| Beta | 0.84% | 0.61% |
| Alpha | -2.07% | 4.21% |
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| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Shreyash Devalkar |
| Total AUM | ₹361932 Cr | ₹166770 Cr |
| Fund Manage | 55 | 14 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Small Cap | 85.69 | 71.87 |
| Mid Cap | 11.37 | 13.3 |
| Others | 2.6 | 11.16 |
| Large Cap | 0.3 | 3.67 |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Capital Goods | 16.43 | 10.42 |
| Consumer Discretionary | 7.73 | 5.78 |
| Services | 11.31 | 6.9 |
| Chemicals | 3.87 | 7.09 |
| Materials | 6.62 | 2.69 |
| Textiles | 3.23 | 0.18 |
| Healthcare | 5.86 | 10.76 |
| Metals & Mining | 5.5 | 5.67 |
| Construction | 7.65 | 10.8 |
| Consumer Staples | 6.14 | 4.34 |
| Financial | 8.84 | 15.4 |
| Others | 1.41 | 6.21 |
| Insurance | 1.52 | 0.11 |
| Energy | 1.88 | 0.58 |
| Technology | 6.21 | 6.4 |
| Automobile | 5.76 | 5.92 |
| Diversified | - | 0.75 |
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