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

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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tortoise-icon HSBC Small Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5178 Cr ₹16396 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 1.88 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH HSBC Small Cap Fund - Regular Growth
1 Month -8.46% -6.87%
6 Month 5.63% 8.31%
1 Year 23.05% 26.94%
3 Year 14.94% 22.95%
5 Year 22.86% 29.86%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 23.62% 24.84%
3 Year 26.53% 31.19%
5 Year 26.71% 34.49%

Rolling Lumpsum Returns

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%

Risk Management

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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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 2.33 3.91
Small Cap 81.79 72.94
Mid Cap 15.02 20.12
Large Cap 0.51 3.03

Sector Allocation

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

HSBC Small Cap Fund - Regular Growth

Others 2.33 2.51
Realty 6.21 -
Food Products 1.62 -
Auto Components 8.39 -
IT - Software 3.75 -
Industrial Manufacturing 5.82 -
IT - Services 1.49 -
Retailing 2 -
Chemicals & Petrochemicals 4.66 -
Consumer Durables 5.87 -
Paper, Forest & Jute Products 1.07 -
Pharmaceuticals & Biotechnology 4.29 -
Healthcare Services 2.45 -
Transport Services 0.16 -
Electrical Equipment 7.93 -
Banks 1.69 -
Leisure Services 1.28 -
Industrial Products 10.72 -
Non - Ferrous Metals 1.15 -
Finance 4.38 -
Entertainment 0.84 -
Textiles & Apparels 3.02 -
Construction 3.77 12.47
Agricultural, Commercial & Construction Vehicles 1.34 -
Financial Technology (Fintech) 0.66 -
Agricultural Food & other Products 1.65 -
Insurance 2.21 -
Capital Markets 1.09 -
Minerals & Mining 0.26 -
Personal Products 0.9 -
Automobiles 0.26 -
Cement & Cement Products 2.32 -
Commercial Services & Supplies 2.86 -
Beverages 1.21 -
Financial - 7.98
Materials - 9.17
Services - 10.12
Automobile - 3.89
Healthcare - 5.3
Technology - 5.93
Consumer Staples - 5.57
Chemicals - 1.41
Metals & Mining - 8.71
Consumer Discretionary - 2.17
Textiles - 3.7
Capital Goods - 17.67
Diversified - 3.4

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