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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 | 4.09% | 3.01% |
| 6 Month | -10.24% | -11.71% |
| 1 Year | 4.24% | 3.9% |
| 3 Year | 14.62% | 18.22% |
| 5 Year | 29.14% | 35.72% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.96% | -7.47% |
| 1 Year | -15.22% | -20% |
| 3 Year | 13.33% | 14.61% |
| 5 Year | 17.26% | 23% |
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 | 17.578% | 18.203% |
| Sharp | 0.355% | 0.572% |
| Beta | 0.854% | 0.882% |
| Alpha | -4.461% | -0.639% |
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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 |
| Funds Managed | 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 | 4.74 | 3.74 |
| Small Cap | 81.52 | 72.68 |
| Mid Cap | 11.06 | 21 |
| Large Cap | 2.68 | 2.59 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.29 | 6.47 |
| Consumer Defensive | 6.83 | 3.38 |
| Consumer Cyclical | 20.03 | 16.29 |
| Industrials | 25.32 | 27.7 |
| Technology | 3.8 | 9.98 |
| Financial Services | 13.07 | 14.59 |
| Basic Materials | 11.62 | 10.53 |
| Healthcare | 8.77 | 4.47 |
| Communication Services | 0 | - |
| Real Estate | 5.33 | 5.2 |
| Utilities | 0.95 | - |
| Energy | - | 1.4 |
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