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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 | 3.17% | 2.98% |
| 6 Month | -13.94% | -7.3% |
| 1 Year | 4.35% | 12.54% |
| 3 Year | 14.19% | 17.19% |
| 5 Year | 28.87% | 30.69% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.96% | -2.01% |
| 1 Year | -15.22% | -6.08% |
| 3 Year | 13.33% | 16.77% |
| 5 Year | 17.26% | 21.32% |
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% | 0.59% |
| Beta | 0.854% | 0.69% |
| Alpha | -4.461% | 1.2% |
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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 | 14 |
| Small Cap | 81.52 | 64.45 |
| Mid Cap | 11.06 | 17.51 |
| Large Cap | 2.68 | 4.05 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.29 | 13.78 |
| Consumer Defensive | 6.83 | 4.76 |
| Consumer Cyclical | 20.03 | 10.55 |
| Industrials | 25.32 | 18.4 |
| Technology | 3.8 | 7.13 |
| Financial Services | 13.07 | 17.17 |
| Basic Materials | 11.62 | 10.58 |
| Healthcare | 8.77 | 11.43 |
| Communication Services | 0 | 0.81 |
| Real Estate | 5.33 | 4.85 |
| Utilities | 0.95 | 0.54 |
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