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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
Overview
| 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) | ₹4585 Cr | ₹15453 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 TRI | BSE 250 SmallCap TRI |
| Turn Over | 34% | 15% |
| Expense Ratio | 1.89 | 1.67 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -7.65% | -10.47% |
| 6 Month | -19.06% | -19.74% |
| 1 Year | -0.24% | 0.28% |
| 3 Year | 15.08% | 19.59% |
| 5 Year | 20.17% | 26.91% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -15.72% | -17.59% |
| 1 Year | -25.89% | -27.92% |
| 3 Year | 9.66% | 12.31% |
| 5 Year | 15.99% | 22.69% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.75% | 19.2% |
| 3 Year | 16.73% | 23.02% |
| 5 Year | 14.7% | 15.83% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.923% | 16.675% |
| Sharp | 0.432% | 0.756% |
| Beta | 0.869% | 0.854% |
| Alpha | -5.121% | 0.383% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.73971 | 3.73606 |
| Small Cap | 81.51962 | 72.67612 |
| Mid Cap | 11.05837 | 20.99523 |
| Large Cap | 2.68226 | 2.59256 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.28577 | 6.46878 |
| Consumer Defensive | 6.82856 | 3.37769 |
| Consumer Cyclical | 20.02901 | 16.28569 |
| Industrials | 25.32331 | 27.70149 |
| Technology | 3.79718 | 9.97862 |
| Financial Services | 13.06595 | 14.58974 |
| Basic Materials | 11.62498 | 10.53352 |
| Healthcare | 8.76524 | 4.46622 |
| Communication Services | 0 | - |
| Real Estate | 5.32641 | 5.20222 |
| Utilities | 0.95355 | - |
| Energy | - | 1.396 |
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