Aditya Birla Sun Life Small Cap Fund vs HSBC Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5178 Cr | ₹16396 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2007 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | BSE 250 SmallCap Index |
| Turn Over | 34% | 15% |
| Expense Ratio | 1.88 | 1.7 |
| Manager | Dhaval Joshi | Venugopal Manghat |
| ISIN Code | INF209K01EN2 | INF917K01QC7 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.15% | 1.86% |
| 6 Month | 21.2% | 22.79% |
| 1 Year | 38.19% | 46% |
| 3 Year | 20.29% | 30.37% |
| 5 Year | 25.39% | 32.48% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.01% | 21.58% |
| 3 Year | 43.27% | 58.86% |
| 5 Year | 92.59% | 137.96% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 29.1% | 36.36% |
| 3 Year | 68.7% | 99.84% |
| 5 Year | 103.25% | 151.38% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.15% | 14.69% |
| Sharp | 0.8% | 1.4% |
| Beta | 0.84% | 0.8% |
| Alpha | -2.07% | 7.09% |
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| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Venugopal Manghat |
| Total AUM | ₹361932 Cr | ₹41442 Cr |
| Fund Manage | 55 | 7 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.6 | 3.91 |
| Small Cap | 85.69 | 72.94 |
| Mid Cap | 11.37 | 20.12 |
| Large Cap | 0.3 | 3.03 |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.41 | 2.51 |
| Consumer Staples | 6.14 | 5.57 |
| Automobile | 5.76 | 3.89 |
| Metals & Mining | 5.5 | 8.71 |
| Services | 11.31 | 10.12 |
| Chemicals | 3.87 | 1.41 |
| Consumer Discretionary | 7.73 | 2.17 |
| Capital Goods | 16.43 | 17.67 |
| Healthcare | 5.86 | 5.3 |
| Financial | 8.84 | 7.98 |
| Technology | 6.21 | 5.93 |
| Construction | 7.65 | 12.47 |
| Materials | 6.62 | 9.17 |
| Textiles | 3.23 | 3.7 |
| Insurance | 1.52 | - |
| Energy | 1.88 | - |
| Diversified | - | 3.4 |
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