Aditya Birla Sun Life Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5178 Cr | ₹3333 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 May 2007 | 10 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | 22% |
| Expense Ratio | 1.88 | 1.93 |
| Manager | Dhaval Joshi | Rohit Seksaria |
| ISIN Code | INF209K01EN2 | INF903J01470 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.14% | -7.52% |
| 6 Month | 17.08% | 10.71% |
| 1 Year | 31.12% | 25.83% |
| 3 Year | 15.93% | 17.53% |
| 5 Year | 23.78% | 26.75% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 23.62% | 22.27% |
| 3 Year | 26.53% | 28.41% |
| 5 Year | 26.71% | 30.37% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.55% | 16.53% |
| 3 Year | 16.79% | 17.99% |
| 5 Year | 14.51% | 15.23% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.15% | 14.09% |
| Sharp | 0.8% | 1% |
| Beta | 0.84% | 0.75% |
| Alpha | -2.07% | 1.64% |
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| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Rohit Seksaria |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Fund Manage | 55 | 15 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.6 | 6.79 |
| Small Cap | 85.69 | 76.79 |
| Mid Cap | 11.37 | 8.71 |
| Large Cap | 0.3 | 7.72 |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.41 | 2.48 |
| Consumer Staples | 6.14 | 6.04 |
| Automobile | 5.76 | 3.14 |
| Metals & Mining | 5.5 | 2.72 |
| Services | 11.31 | 11.54 |
| Chemicals | 3.87 | 2.36 |
| Consumer Discretionary | 7.73 | 5.01 |
| Capital Goods | 16.43 | 10.59 |
| Healthcare | 5.86 | 8.1 |
| Financial | 8.84 | 24.44 |
| Technology | 6.21 | 8.31 |
| Construction | 7.65 | 6.33 |
| Materials | 6.62 | 4.69 |
| Textiles | 3.23 | 1.12 |
| Insurance | 1.52 | - |
| Energy | 1.88 | 1.2 |
| Unclassified | - | 1.94 |
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