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 | -8.46% | -6.03% | -6.03% |
| 6 Month | 5.63% | 12.53% | 12.53% |
| 1 Year | 23.05% | 39.51% | 39.51% |
| 3 Year | 14.94% | 21.98% | 21.98% |
| 5 Year | 22.86% | 28.59% | 28.59% |
| 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 | 23.62% | 36.81% | 36.81% |
| 3 Year | 26.53% | 32.15% | 32.15% |
| 5 Year | 26.71% | 33.16% | 33.16% |
| 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 | 12.55% | 13.13% | 13.13% |
| 3 Year | 16.79% | 25% | 25% |
| 5 Year | 14.51% | 15.83% | 15.83% |
| 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% | 1.18% | 1.18% |
| Beta | 0.84% | 0.75% | 0.75% |
| Alpha | -2.07% | 5.15% | 5.15% |
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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 | 2.33 | 7.86 | 8.48 |
| Small Cap | 81.79 | 86.61 | 88.52 |
| Mid Cap | 15.02 | 5.54 | 3.03 |
| Large Cap | 0.51 | - | - |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 2.33 | 3.89 | 3.8 |
| 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 | 5.49 | 5.28 |
| 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 | - | - |
| Energy | - | 4.13 | 3.65 |
| Consumer Staples | - | 2.63 | 2.7 |
| Technology | - | 3.42 | 3.07 |
| Healthcare | - | 6.1 | 5.94 |
| Capital Goods | - | 32.95 | 36.32 |
| Textiles | - | 2.6 | 3.24 |
| Chemicals | - | 4.19 | 5.92 |
| Materials | - | 10.99 | 10.42 |
| Financial | - | 2.86 | 2.51 |
| Services | - | 10.29 | 10.3 |
| Consumer Discretionary | - | 6.06 | 4.03 |
| Metals & Mining | - | 3.31 | 1.96 |
| Automobile | - | 1.1 | 0.89 |
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