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

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

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tortoise-icon Axis Small Cap Fund - Regular Plan - 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 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 ₹100 ₹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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund - Regular Plan - Growth
1 Month -7.86% -5.65%
6 Month 6.32% 10.1%
1 Year 23.85% 24.79%
3 Year 15.22% 18.49%
5 Year 23.04% 26.38%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.62% 24.04%
3 Year 26.53% 26.13%
5 Year 26.71% 28.44%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Axis Small Cap Fund - Regular Plan - Growth
1 Year 12.55% 18.63%
3 Year 16.79% 20.16%
5 Year 14.51% 19.24%

Risk Management

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% 1.13%
Beta 0.84% 0.64%
Alpha -2.07% 3.26%

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Fund Managers

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

Market Cap

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Axis Small Cap Fund - Regular Plan - Growth

Others 2.33 11.16
Small Cap 81.79 71.87
Mid Cap 15.02 13.3
Large Cap 0.51 3.67

Sector Allocation

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Axis Small Cap Fund - Regular Plan - Growth

Others 2.33 6.21
Realty 6.21 -
Food Products 1.62 -
Auto Components 8.39 -
IT - Software 3.75 -
Industrial Manufacturing 5.82 -
IT - Services 1.49 -
Retailing 2 -
Chemicals & Petrochemicals 4.66 -
Consumer Durables 5.87 -
Paper, Forest & Jute Products 1.07 -
Pharmaceuticals & Biotechnology 4.29 -
Healthcare Services 2.45 -
Transport Services 0.16 -
Electrical Equipment 7.93 -
Banks 1.69 -
Leisure Services 1.28 -
Industrial Products 10.72 -
Non - Ferrous Metals 1.15 -
Finance 4.38 -
Entertainment 0.84 -
Textiles & Apparels 3.02 -
Construction 3.77 10.8
Agricultural, Commercial & Construction Vehicles 1.34 -
Financial Technology (Fintech) 0.66 -
Agricultural Food & other Products 1.65 -
Insurance 2.21 0.11
Capital Markets 1.09 -
Minerals & Mining 0.26 -
Personal Products 0.9 -
Automobiles 0.26 -
Cement & Cement Products 2.32 -
Commercial Services & Supplies 2.86 -
Beverages 1.21 -
Financial - 15.4
Energy - 0.58
Technology - 6.4
Automobile - 5.92
Metals & Mining - 5.67
Healthcare - 10.76
Chemicals - 7.09
Services - 6.9
Capital Goods - 10.42
Consumer Staples - 4.34
Consumer Discretionary - 5.78
Materials - 2.69
Diversified - 0.75
Textiles - 0.18

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