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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 Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4585 Cr | ₹23139 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 May 2007 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | 5% |
| Expense Ratio | 1.89 | 1.61 |
| Manager | Dhaval Joshi | Shreyash Devalkar |
| ISIN Code | INF209K01EN2 | INF846K01K01 |
| 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 | Axis Small Cap Fund - 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 | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 9.37% | 7.48% |
| 6 Month | -19.29% | -12.87% |
| 1 Year | 4.61% | 10.98% |
| 3 Year | 13.6% | 15.89% |
| 5 Year | 30.12% | 31.61% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -10.94% | -7.39% |
| 1 Year | -20.16% | -9.92% |
| 3 Year | 12.28% | 15.94% |
| 5 Year | 17.09% | 21.27% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.75% | 18.9% |
| 3 Year | 16.73% | 19.99% |
| 5 Year | 14.7% | 19.66% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.578% | 11.78% |
| Sharp | 0.355% | 0.61% |
| Beta | 0.854% | 0.68% |
| Alpha | -4.461% | 1.37% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Shreyash Devalkar |
| Total AUM | ₹361932 Cr | ₹166770 Cr |
| Funds Managed | 55 | 14 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.74 | 12.82 |
| Small Cap | 81.52 | 65.82 |
| Mid Cap | 11.06 | 17.55 |
| Large Cap | 2.68 | 3.81 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.29 | 12.57 |
| Consumer Defensive | 6.83 | 4.7 |
| Consumer Cyclical | 20.03 | 10.65 |
| Industrials | 25.32 | 19.69 |
| Technology | 3.8 | 7.39 |
| Financial Services | 13.07 | 16.73 |
| Basic Materials | 11.62 | 10.7 |
| Healthcare | 8.77 | 10.95 |
| Communication Services | 0 | 0.79 |
| Real Estate | 5.33 | 5.28 |
| Utilities | 0.95 | 0.55 |
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