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Aditya Birla Sun Life Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4585 Cr | ₹491 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 31 May 2007 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | % |
| Expense Ratio | 1.89 | 2.42 |
| Manager | Dhaval Joshi | Yogesh Patil |
| ISIN Code | INF209K01EN2 | INF397L01JW3 |
| 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 | LIC MF 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 8.31% | 8.95% |
| 6 Month | -19.51% | -18.78% |
| 1 Year | 1.87% | 9.54% |
| 3 Year | 12.99% | 16.33% |
| 5 Year | 30.32% | 34.14% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -10.94% | -13.87% |
| 1 Year | -20.16% | -20.68% |
| 3 Year | 12.28% | 15.61% |
| 5 Year | 17.09% | 22.33% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.75% | 14.61% |
| 3 Year | 16.73% | 24.75% |
| 5 Year | 14.7% | 19.19% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 17.578% | 16.47% |
| Sharp | 0.355% | 0.817% |
| Beta | 0.854% | 0.823% |
| Alpha | -4.461% | 1.666% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Dhaval Joshi | Yogesh Patil |
| Total AUM | ₹361932 Cr | ₹5898 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.74 | 5.06 |
| Small Cap | 81.52 | 81.56 |
| Mid Cap | 11.06 | 10.58 |
| Large Cap | 2.68 | 2.81 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.29 | 5.06 |
| Consumer Defensive | 6.83 | 7.73 |
| Consumer Cyclical | 20.03 | 16.45 |
| Industrials | 25.32 | 32.99 |
| Technology | 3.8 | 2.63 |
| Financial Services | 13.07 | 6.05 |
| Basic Materials | 11.62 | 13.18 |
| Healthcare | 8.77 | 4.12 |
| Communication Services | 0 | 2.92 |
| Real Estate | 5.33 | 0.83 |
| Utilities | 0.95 | 8.02 |
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