Aditya Birla Sun Life Small Cap Fund vs HSBC Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Invest NowHSBC Small Cap Fund - Regular Growth
Invest NowChart 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 | ₹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 |
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% |
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% |
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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Get Free Experts GuidanceScheme 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 | 2.33 | 3.91 |
Small Cap | 81.79 | 72.94 |
Mid Cap | 15.02 | 20.12 |
Large Cap | 0.51 | 3.03 |
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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