Aditya Birla Sun Life Small Cap Fund vs Nippon India Small Cap Fund compare
Nippon India Small Cap Fund - Growth Plan - Bonus Option
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
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 | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
1 Month | 2.96% | 8.62% |
6 Month | 3.2% | -18.3% |
1 Year | 27.45% | 4.62% |
3 Year | 27.3% | 14.31% |
5 Year | 35.6% | 30.21% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
6 Month | - | -10.94% |
1 Year | 21.44% | -20.16% |
3 Year | 33.74% | 12.28% |
5 Year | 37.32% | 17.09% |
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% | 12.75% |
3 Year | 28.18% | 16.73% |
5 Year | 22.05% | 14.7% |
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% | 17.578% |
Sharp | 1.36% | 0.355% |
Beta | 0.79% | 0.854% |
Alpha | 7.17% | -4.461% |
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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 |
Funds Managed | 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 | 5.23 | 4.74 |
Small Cap | 70 | 81.52 |
Large Cap | 11.94 | 2.68 |
Mid Cap | 12.83 | 11.06 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Others | 5.23 | 4.29 |
IT - Services | 2.62 | - |
Telecom - Equipment & Accessories | 1.27 | - |
Consumer Durables | 7.21 | - |
Industrial Products | 9.04 | - |
Textiles & Apparels | 2.62 | - |
Electrical Equipment | 7.25 | - |
Diversified FMCG | 0.41 | - |
Pharmaceuticals & Biotechnology | 4.89 | - |
Banks | 5.79 | - |
Realty | 0.58 | - |
Chemicals & Petrochemicals | 3.55 | - |
IT - Software | 2.46 | - |
Leisure Services | 1.54 | - |
Paper, Forest & Jute Products | 1.08 | - |
Industrial Manufacturing | 2.63 | - |
Aerospace & Defense | 1.69 | - |
Transport Services | 0.49 | - |
Cement & Cement Products | 1.24 | - |
Fertilizers & Agrochemicals | 1.79 | - |
Capital Markets | 4.66 | - |
Construction | 3.26 | - |
Power | 1.84 | - |
Media | 0.08 | - |
IT - Hardware | 0.06 | - |
Healthcare Services | 2.27 | - |
Agricultural Food & other Products | 1.89 | - |
Finance | 2.98 | - |
Other Consumer Services | 1.15 | - |
Petroleum Products | 0.27 | - |
Entertainment | 0.51 | - |
Diversified Metals | 0.86 | - |
Retailing | 1.32 | - |
Food Products | 1.4 | - |
Auto Components | 6.15 | - |
Commercial Services & Supplies | 0.94 | - |
Household Products | 1.13 | - |
Telecom - Services | 0.69 | - |
Diversified | 0.11 | - |
Consumable Fuels | 0.56 | - |
Personal Products | 1.15 | - |
Beverages | 1.23 | - |
Automobiles | 0.15 | - |
Other Utilities | 0.82 | - |
Insurance | 0.58 | - |
Agricultural, Commercial & Construction Vehicles | 0.4 | - |
Ferrous Metals | 0.16 | - |
Consumer Defensive | - | 6.83 |
Consumer Cyclical | - | 20.03 |
Industrials | - | 25.32 |
Technology | - | 3.8 |
Financial Services | - | 13.07 |
Basic Materials | - | 11.62 |
Healthcare | - | 8.77 |
Communication Services | - | 0 |
Real Estate | - | 5.33 |
Utilities | - | 0.95 |
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