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) | ₹5181 Cr | ₹16920 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹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 | 1.89 | 1.68 |
| Manager | Dhaval Joshi | Venugopal Manghat |
| ISIN Code | INF209K01EN2 | INF917K01QC7 |
| Exits Load | 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -11.47% | -12.41% |
| 6 Month | -11.35% | -8.51% |
| 1 Year | 4.99% | 8.62% |
| 3 Year | 12.38% | 18.57% |
| 5 Year | 19.76% | 27.36% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.24% | 18.33% |
| 3 Year | 24.37% | 30.94% |
| 5 Year | 25.27% | 34.27% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.55% | 18.47% |
| 3 Year | 16.79% | 22.98% |
| 5 Year | 14.51% | 14.99% |
| 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 | 1.81 | 1.17 |
| Small Cap | 82.39 | 73.18 |
| Mid Cap | 14.93 | 22.57 |
| Large Cap | 0.46 | 3.08 |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.81 | 1.17 |
| Realty | 5.68 | 5.29 |
| Food Products | 1.58 | - |
| Auto Components | 8.26 | 5.47 |
| IT - Software | 3.78 | 3.85 |
| Industrial Manufacturing | 6.05 | 3.01 |
| IT - Services | 1.55 | - |
| Retailing | 1.79 | 2.24 |
| Chemicals & Petrochemicals | 4.82 | 1.75 |
| Consumer Durables | 5.69 | 7.83 |
| Paper, Forest & Jute Products | 1.08 | 2.38 |
| Pharmaceuticals & Biotechnology | 4.36 | 6.21 |
| Healthcare Services | 2.56 | 0.36 |
| Transport Services | 0.16 | - |
| Electrical Equipment | 8.22 | 4.47 |
| Banks | 1.78 | 3.02 |
| Leisure Services | 1.29 | 1.9 |
| Industrial Products | 11.31 | 15.58 |
| Non - Ferrous Metals | 1.31 | - |
| Finance | 4.14 | 4.13 |
| Entertainment | 0.83 | - |
| Textiles & Apparels | 3.08 | 4.99 |
| Construction | 3.45 | 8.11 |
| Agricultural, Commercial & Construction Vehicles | 1.55 | - |
| Financial Technology (Fintech) | 0.73 | - |
| Agricultural Food & other Products | 1.67 | 1.58 |
| Insurance | 2 | - |
| Capital Markets | 1.3 | 9.27 |
| Minerals & Mining | 0.03 | - |
| Personal Products | 0.86 | - |
| Automobiles | 0.25 | - |
| Cement & Cement Products | 2.47 | - |
| Commercial Services & Supplies | 2.67 | 1.67 |
| Beverages | 1.48 | 1.08 |
| Fertilizers & Agrochemicals | - | 2.59 |
| Gas | - | 1.5 |
| Other Consumer Services | - | 0.23 |
| Household Products | - | 0.32 |
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