Aditya Birla Sun Life Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund - Growth Option
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹33504 Cr | ₹5181 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 Index | BSE 250 SmallCap Index |
| 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 | -5.85% | -7.19% |
| 6 Month | -2.17% | -5.69% |
| 1 Year | 10.12% | 10.71% |
| 3 Year | 19.43% | 13.53% |
| 5 Year | 26.3% | 20.12% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.03% | 1.87% |
| 3 Year | 24.36% | 20.29% |
| 5 Year | 29.12% | 22.77% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 17.25% | 12.55% |
| 3 Year | 19.58% | 16.79% |
| 5 Year | 16.73% | 14.51% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 15.17% | 15.15% |
| Sharp | 1.2% | 0.8% |
| Beta | 0.8% | 0.84% |
| Alpha | 4% | -2.07% |
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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 |
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