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

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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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	Average	Very High Risk
Asset Size (Cr)	₹56452 Cr	₹4585 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 TRI
Turn Over	23%	34%
Expense Ratio	1.47	1.89
Manager	Tejas Sheth	Dhaval Joshi
ISIN Code	INF204K01HZ0	INF209K01EN2
Exits Load	Exit load of 1% if redeemed within 1 year./365	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

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month	2.96%	-11.06%
6 Month	3.2%	-18.15%
1 Year	27.45%	-1.41%
3 Year	27.3%	12.86%
5 Year	35.6%	17.85%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month	-	-
1 Year	21.44%	-21.55%
3 Year	33.74%	10.3%
5 Year	37.32%	16.58%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year	18.15%	12.75%
3 Year	28.18%	16.73%
5 Year	22.05%	14.7%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation	14.53%	16.923%
Sharp	1.36%	0.432%
Beta	0.79%	0.869%
Alpha	7.17%	-5.121%

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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

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Others	5.23	1.81
Small Cap	70	82.39
Large Cap	11.94	0.46
Mid Cap	12.83	14.93

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Aditya Birla Sun Life Small Cap Fund - GROWTH
Others	5.23	1.81
IT - Services	2.62	1.55
Telecom - Equipment & Accessories	1.27	-
Consumer Durables	7.21	5.69
Industrial Products	9.04	11.31
Textiles & Apparels	2.62	3.08
Electrical Equipment	7.25	8.22
Diversified FMCG	0.41	-
Pharmaceuticals & Biotechnology	4.89	4.36
Banks	5.79	1.78
Realty	0.58	5.68
Chemicals & Petrochemicals	3.55	4.82
IT - Software	2.46	3.78
Leisure Services	1.54	1.29
Paper, Forest & Jute Products	1.08	1.08
Industrial Manufacturing	2.63	6.05
Aerospace & Defense	1.69	-
Transport Services	0.49	0.16
Cement & Cement Products	1.24	2.47
Fertilizers & Agrochemicals	1.79	-
Capital Markets	4.66	1.3
Construction	3.26	3.45
Power	1.84	-
Media	0.08	-
IT - Hardware	0.06	-
Healthcare Services	2.27	2.56
Agricultural Food & other Products	1.89	1.67
Finance	2.98	4.14
Other Consumer Services	1.15	-
Petroleum Products	0.27	-
Entertainment	0.51	0.83
Diversified Metals	0.86	-
Retailing	1.32	1.79
Food Products	1.4	1.58
Auto Components	6.15	8.26
Commercial Services & Supplies	0.94	2.67
Household Products	1.13	-
Telecom - Services	0.69	-
Diversified	0.11	-
Consumable Fuels	0.56	-
Personal Products	1.15	0.86
Beverages	1.23	1.48
Automobiles	0.15	0.25
Other Utilities	0.82	-
Insurance	0.58	2
Agricultural, Commercial & Construction Vehicles	0.4	1.55
Ferrous Metals	0.16	-
Non - Ferrous Metals	-	1.31
Financial Technology (Fintech)	-	0.73
Minerals & Mining	-	0.03