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

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tortoise-icon HDFC Small Cap Fund Regular Growth

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tortoise-icon 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 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 2.14% 2.18%
6 Month -7.16% -10.01%
1 Year -1.18% -0.6%
3 Year 19.52% 14.71%
5 Year 34.48% 28.96%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month -2.12% -1.63%
1 Year -10.97% -13.07%
3 Year 16.34% 13.85%
5 Year 22.69% 17.28%

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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