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) | ₹5181 Cr | ₹23952 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 Index | 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 |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.19% | -5.76% |
| 6 Month | -5.69% | 0.32% |
| 1 Year | 10.71% | 15.7% |
| 3 Year | 13.53% | 16.98% |
| 5 Year | 20.12% | 24.34% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.87% | 9.7% |
| 3 Year | 20.29% | 22.42% |
| 5 Year | 22.77% | 25.89% |
| 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% |
| 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% | 0.97% |
| Beta | 0.84% | 0.64% |
| Alpha | -2.07% | 2.66% |
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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 |
|---|---|---|
| Others | 1.81 | 13.11 |
| Small Cap | 82.39 | 67.41 |
| Mid Cap | 14.93 | 15.27 |
| Large Cap | 0.46 | 4.27 |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.81 | 13.11 |
| Realty | 5.68 | 5.26 |
| Food Products | 1.58 | 1.61 |
| Auto Components | 8.26 | 7.32 |
| IT - Software | 3.78 | 3.86 |
| Industrial Manufacturing | 6.05 | 2.67 |
| IT - Services | 1.55 | 1.17 |
| Retailing | 1.79 | 1.29 |
| Chemicals & Petrochemicals | 4.82 | 7.64 |
| Consumer Durables | 5.69 | 5.72 |
| Paper, Forest & Jute Products | 1.08 | - |
| Pharmaceuticals & Biotechnology | 4.36 | 4.25 |
| Healthcare Services | 2.56 | 5.8 |
| Transport Services | 0.16 | 0.24 |
| Electrical Equipment | 8.22 | 1.55 |
| Banks | 1.78 | 3.86 |
| Leisure Services | 1.29 | 1.07 |
| Industrial Products | 11.31 | 6.74 |
| Non - Ferrous Metals | 1.31 | 0.41 |
| Finance | 4.14 | 7.24 |
| Entertainment | 0.83 | - |
| Textiles & Apparels | 3.08 | 0.39 |
| Construction | 3.45 | 2.83 |
| Agricultural, Commercial & Construction Vehicles | 1.55 | - |
| Financial Technology (Fintech) | 0.73 | 1.84 |
| Agricultural Food & other Products | 1.67 | 2.83 |
| Insurance | 2 | - |
| Capital Markets | 1.3 | 5.62 |
| Minerals & Mining | 0.03 | - |
| Personal Products | 0.86 | - |
| Automobiles | 0.25 | - |
| Cement & Cement Products | 2.47 | 2.3 |
| Commercial Services & Supplies | 2.67 | 0.63 |
| Beverages | 1.48 | - |
| Gas | - | 0.55 |
| Aerospace & Defense | - | 1.38 |
| Household Products | - | 0.61 |
| Cigarettes & Tobacco Products | - | 0.27 |
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