Aditya Birla Sun Life Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹5178 Cr | ₹279 Cr | ₹279 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 31 May 2007 | 15 Jun 2017 | 15 Jun 2017 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open-ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY SMALLCAP 250 TRI | NIFTY SMALLCAP 250 TRI |
| Turn Over | 34% | 12% | % |
| Expense Ratio | 1.88 | 2.5 | 2.5 |
| Manager | Dhaval Joshi | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF209K01EN2 | INF397L01JW3 | INF397L01JW3 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Month | -0.15% | -3.16% | -3.16% |
| 6 Month | 21.2% | 20.98% | 20.98% |
| 1 Year | 38.19% | 51.96% | 51.96% |
| 3 Year | 20.29% | 25.48% | 25.48% |
| 5 Year | 25.39% | 28.97% | 28.97% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 17.01% | 22.75% | 22.75% |
| 3 Year | 43.27% | 51.91% | 51.91% |
| 5 Year | 92.59% | 117.91% | 117.91% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 12.54% | 12.64% | 12.64% |
| 3 Year | 16.84% | 24.96% | 24.96% |
| 5 Year | 14.6% | 15.85% | 15.85% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 15.15% | 13.95% | 13.95% |
| Sharp | 0.8% | 1.28% | 1.28% |
| Beta | 0.84% | 0.75% | 0.75% |
| Alpha | -2.07% | 5.14% | 5.14% |
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| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Name | Dhaval Joshi | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹361932 Cr | ₹5898 Cr | ₹5898 Cr |
| Fund Manage | 55 | 7 | 7 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 2.6 | 7.86 | 8.48 |
| Small Cap | 85.69 | 86.61 | 88.52 |
| Mid Cap | 11.37 | 5.54 | 3.03 |
| Large Cap | 0.3 | - | - |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 1.41 | 3.89 | 3.8 |
| Consumer Staples | 6.14 | 2.63 | 2.7 |
| Automobile | 5.76 | 1.1 | 0.89 |
| Metals & Mining | 5.5 | 3.31 | 1.96 |
| Services | 11.31 | 10.29 | 10.3 |
| Chemicals | 3.87 | 4.19 | 5.92 |
| Consumer Discretionary | 7.73 | 6.06 | 4.03 |
| Capital Goods | 16.43 | 32.95 | 36.32 |
| Healthcare | 5.86 | 6.1 | 5.94 |
| Financial | 8.84 | 2.86 | 2.51 |
| Technology | 6.21 | 3.42 | 3.07 |
| Construction | 7.65 | 5.49 | 5.28 |
| Materials | 6.62 | 10.99 | 10.42 |
| Textiles | 3.23 | 2.6 | 3.24 |
| Insurance | 1.52 | - | - |
| Energy | 1.88 | 4.13 | 3.65 |
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