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

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HDFC Small Cap Fund - Growth Option

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Aditya Birla Sun Life Small Cap Fund - GROWTH

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Fund	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹31230 Cr	₹4585 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	03 Apr 2008	31 May 2007
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	BSE 250 SmallCap TRI
Turn Over	10.02%	34%
Expense Ratio	1.57	1.89
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179KA1RZ8	INF209K01EN2
Exits Load	HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month	-8.04%	-11.06%
6 Month	-14.53%	-18.15%
1 Year	-0.7%	-1.41%
3 Year	19.79%	12.86%
5 Year	24.75%	17.85%

Scheme Name	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month	-	-
1 Year	-14.3%	-20.77%
3 Year	16.51%	10.94%
5 Year	24.53%	17.24%

Scheme Name	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year	17.52%	12.75%
3 Year	19.66%	16.73%
5 Year	16.96%	14.7%

Scheme Name	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation	15.712%	16.923%
Sharp	0.796%	0.432%
Beta	0.801%	0.869%
Alpha	1.015%	-5.121%

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Scheme Name	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Name	Dhruv Muchhal	Dhaval Joshi
Total AUM	₹520687 Cr	₹361932 Cr
Fund Manage	40	55
	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH

Scheme Name	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Others	6.79	1.81
Small Cap	81.19	82.39
Large Cap	3.89	0.46
Mid Cap	8.13	14.93

Scheme Name	HDFC Small Cap Fund - Growth Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Others	6.79	1.81
Commercial Services & Supplies	10.2	2.67
Transport Services	7.22	0.16
Banks	8.48	1.78
Entertainment	2.23	0.83
Consumer Durables	6.43	5.69
Healthcare Services	7.32	2.56
Fertilizers & Agrochemicals	3.13	-
Ferrous Metals	2.16	-
Construction	7.06	3.45
Power	0.43	-
Chemicals & Petrochemicals	1.8	4.82
Industrial Products	4.99	11.31
Leisure Services	1.56	1.29
IT - Services	0.19	1.55
Beverages	0.73	1.48
Auto Components	7.57	8.26
Media	0.57	-
Agricultural, Commercial & Construction Vehicles	0.27	1.55
IT - Software	4	3.78
Industrial Manufacturing	1.49	6.05
Pharmaceuticals & Biotechnology	4.06	4.36
Electrical Equipment	3	8.22
Retailing	2.02	1.79
Transport Infrastructure	0.52	-
Personal Products	1.31	0.86
Other Utilities	0.79	-
Finance	0.72	4.14
Capital Markets	1.21	1.3
Textiles & Apparels	1.75	3.08
Realty	-	5.68
Food Products	-	1.58
Paper, Forest & Jute Products	-	1.08
Non - Ferrous Metals	-	1.31
Financial Technology (Fintech)	-	0.73
Agricultural Food & other Products	-	1.67
Insurance	-	2
Minerals & Mining	-	0.03
Automobiles	-	0.25
Cement & Cement Products	-	2.47