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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
Overview
| 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) | ₹4585 Cr | ₹3168 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 May 2007 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | 22% |
| Expense Ratio | 1.89 | 1.97 |
| Manager | Dhaval Joshi | Rohit Seksaria |
| ISIN Code | INF209K01EN2 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 8.31% | 6.86% |
| 6 Month | -19.51% | -17.75% |
| 1 Year | 1.87% | 0.66% |
| 3 Year | 12.99% | 14.96% |
| 5 Year | 30.32% | 33.73% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -10.94% | -11.08% |
| 1 Year | -20.16% | -18.51% |
| 3 Year | 12.28% | 14.02% |
| 5 Year | 17.09% | 20.59% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.75% | 16.78% |
| 3 Year | 16.73% | 18.05% |
| 5 Year | 14.7% | 15.38% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.578% | 14.09% |
| Sharp | 0.355% | 0.55% |
| Beta | 0.854% | 0.77% |
| Alpha | -4.461% | 0.62% |
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Fund Managers
| 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 |
| Funds Managed | 55 | 15 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.74 | 7.11 |
| Small Cap | 81.52 | 83.36 |
| Mid Cap | 11.06 | 4.29 |
| Large Cap | 2.68 | 5.23 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.29 | 7.57 |
| Consumer Defensive | 6.83 | 4.76 |
| Consumer Cyclical | 20.03 | 17.05 |
| Industrials | 25.32 | 20.93 |
| Technology | 3.8 | 4.98 |
| Financial Services | 13.07 | 17.7 |
| Basic Materials | 11.62 | 10.1 |
| Healthcare | 8.77 | 8.7 |
| Communication Services | 0 | 3.4 |
| Real Estate | 5.33 | 3.37 |
| Utilities | 0.95 | 1.46 |
| Energy | - | 0 |
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