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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Get Free Experts GuidanceScheme 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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