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Aditya Birla Sun Life Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Month | 8.16% | 10.2% |
| 6 Month | -12.86% | -17.18% |
| 1 Year | 0.37% | 1.31% |
| 3 Year | 19.14% | 13.35% |
| 5 Year | 36.87% | 30.99% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | -9.97% | -10.94% |
| 1 Year | -17.05% | -20.16% |
| 3 Year | 15.36% | 12.28% |
| 5 Year | 22.96% | 17.09% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | 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% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 16.223% | 17.578% |
| Sharp | 0.719% | 0.355% |
| Beta | 0.784% | 0.854% |
| Alpha | 1.828% | -4.461% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 6.66 | 4.74 |
| Small Cap | 80.87 | 81.52 |
| Mid Cap | 8.61 | 11.06 |
| Large Cap | 3.87 | 2.68 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 6.66 | 4.29 |
| Industrials | 23.81 | 25.32 |
| Consumer Cyclical | 18.74 | 20.03 |
| Consumer Defensive | 2.16 | 6.83 |
| Financial Services | 12.19 | 13.07 |
| Communication Services | 2.25 | 0 |
| Healthcare | 12.18 | 8.77 |
| Basic Materials | 6.7 | 11.62 |
| Utilities | 0.43 | 0.95 |
| Technology | 14.88 | 3.8 |
| Real Estate | - | 5.33 |
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