Aditya Birla Sun Life Small Cap Fund vs Nippon India Small Cap Fund compare

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tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Aditya Birla Sun Life Small Cap Fund - GROWTH
Fund Nippon India Small Cap Fund - Growth Plan - Bonus Option Aditya Birla Sun Life Small Cap Fund - GROWTH
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹56452 Cr ₹5178 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Sep 2010 31 May 2007
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI BSE 250 SmallCap Index
Turn Over 23% 34%
Expense Ratio 1.47 1.88
Manager Tejas Sheth Dhaval Joshi
ISIN Code INF204K01HZ0 INF209K01EN2
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month -7.27% -8.46%
6 Month 6.3% 5.63%
1 Year 30.93% 23.05%
3 Year 25.61% 14.94%
5 Year 34.28% 22.86%

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month - -
1 Year 27.3% 23.62%
3 Year 34.66% 26.53%
5 Year 37.76% 26.71%

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 18.15% 12.55%
3 Year 28.18% 16.79%
5 Year 22.05% 14.51%

Risk Management

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation 14.53% 15.15%
Sharp 1.42% 0.8%
Beta 0.78% 0.84%
Alpha 8.09% -2.07%

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Fund Managers

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Aditya Birla Sun Life Small Cap Fund - GROWTH
Name Tejas Sheth Dhaval Joshi
Total AUM ₹89953 Cr ₹361932 Cr
Fund Manage 3 55
Nippon India Small Cap Fund - Growth Plan - Bonus Option Aditya Birla Sun Life Small Cap Fund - GROWTH

Market Cap

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 4.71 2.33
Small Cap 55.11 81.79
Large Cap 11.02 0.51
Mid Cap 11.64 15.02

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 4.38 2.33
Communication 2.38 -
Construction 2.38 3.77
Financial 9.5 -
Healthcare 5.49 -
Chemicals 5.31 -
Services 6.49 -
Consumer Discretionary 3.29 -
Consumer Staples 6.62 -
Automobile 3.73 -
Capital Goods 18.16 -
Materials 3.25 -
Metals & Mining 3.1 -
Technology 2.34 -
Textiles 2.69 -
Diversified 1.6 -
Energy 1.25 -
Insurance 0.52 2.21
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
Agricultural, Commercial & Construction Vehicles - 1.34
Financial Technology (Fintech) - 0.66
Agricultural Food & other Products - 1.65
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

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