Aditya Birla Sun Life Small Cap Fund vs Tata Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Invest NowTata Small Cap Fund-Regular Plan-Growth
Invest NowChart Comparison
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5178 Cr | ₹7868 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 May 2007 | 02 Nov 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Close Ended |
Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
Turn Over | 34% | 4.59% |
Expense Ratio | 1.88 | 1.72 |
Manager | Dhaval Joshi | Chandraprakash Padiyar |
ISIN Code | INF209K01EN2 | INF277K015O2 |
Exits Load | Exit load of 1%, if redeemed within 90 days./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
1 Month | -6.11% | -5.76% |
6 Month | 6.85% | 13.44% |
1 Year | 23.6% | 34.87% |
3 Year | 15.33% | 22.87% |
5 Year | 23.15% | 31.27% |
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 23.62% | 41.12% |
3 Year | 26.53% | 34.95% |
5 Year | 26.71% | 35.8% |
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
1 Year | 12.55% | 27.86% |
3 Year | 16.79% | 30.27% |
5 Year | 14.51% | 27.96% |
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 15.15% | 13.28% |
Sharp | 0.8% | 1.35% |
Beta | 0.84% | 0.67% |
Alpha | -2.07% | 5.5% |
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Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Name | Dhaval Joshi | Chandraprakash Padiyar |
Total AUM | ₹361932 Cr | ₹15627 Cr |
Fund Manage | 55 | 3 |
Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Others | 2.33 | 6.71 |
Small Cap | 81.79 | 91.58 |
Mid Cap | 15.02 | 1.71 |
Large Cap | 0.51 | - |
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Others | 2.33 | 6.57 |
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 | - |
Construction | 3.77 | 4.58 |
Agricultural, Commercial & Construction Vehicles | 1.34 | - |
Financial Technology (Fintech) | 0.66 | - |
Agricultural Food & other Products | 1.65 | - |
Insurance | 2.21 | - |
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 | - |
Healthcare | - | 7.97 |
Financial | - | 13.46 |
Metals & Mining | - | 8.28 |
Services | - | 13.52 |
Technology | - | 5.24 |
Consumer Staples | - | 7.52 |
Materials | - | 6.51 |
Capital Goods | - | 11.25 |
Chemicals | - | 9.78 |
Automobile | - | 1.54 |
Consumer Discretionary | - | 1.31 |
Textiles | - | 2.47 |
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